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Timothy David Paulin

Touchstone Advisors Inc.

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About Timothy David Paulin

Timothy Paulin is a registered investment advisor representative with Touchstone Advisors Inc. Timothy has been in the securities industry for over 20 years. Timothy has been registered with the state of Ohio since February 2012. Timothy previously worked at RBC Dain Rauscher Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Timothy Paulin is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Paulin’s Registration & Firm History

OH

10/16/2017 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

NY

03/02/1998 - 01/06/2003

RBC DAIN RAUSCHER INC. (NEW YORK NY)

NA

10/15/1992 - 03/02/1998

DAIN RAUSCHER INCORPORATED

NY

01/24/1989 - 12/13/1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/01/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/26/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/05/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/30/1990

Series 3 - National Commodity Futures Examination

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy David Paulin.
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