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Robert Greg Paulson

Artisan Partners Distributors LLC

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About Robert Greg Paulson

Robert Paulson is a financial advisor currently working at Artisan Partners Distributors LLC. Robert has been in the financial services industry since 1988. Robert has a series 7, 6, and 63 license. Robert holds a Series 63 license and a Series 7 and Series 6 license. Prior to working at Artisan Partners Distributors LLC, Robert has previously worked at Templeton/Franklin Investment Services,Inc., Franklin/Templeton Distributors, Inc. and Templeton Funds Distributor, Inc. Robert is licensed in all 50 states and the District of Columbia.

Firm Information

Robert Paulson is currently registered with Artisan Partners Distributors LLC. Artisan Partners Distributors LLC is a Limited Liability Company formed in December 1997 and is registered in 53 states and the District of Columbia. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

79

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Robert Paulson’s Registration & Firm History

CA

06/01/2005 - Present

Artisan Partners Distributors LLC (SAN FRANCISCO CA)

CA

09/16/1994 - 05/10/2005

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)

CA

08/02/1988 - 09/16/1994

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

FL

03/24/1993 - 06/01/1993

TEMPLETON FUNDS DISTRIBUTOR, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 02/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

BC

Issued 08/01/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Greg Paulson.
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