Paul Ragheb (CRD# 2702215) is an Investment Advisor Representative working at Azimuth Capital Management in Bloomfield Hills, MI and has over 28 years of experience in the finance industry.
CRD# 5461474
Prudential Financial Planning Services
CRD# 2962229
Center For Financial Planning Inc.
CRD# 1210153
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Azimuth Capital Investment Management LLC | Bloomfield Hills, MI | Apr 2022 - Current | 2 |
| Azimuth Capital Management | Bloomfield Hills, MI | Jun 2004 - Apr 2022 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- MI
- TX
-
Total Assets Under Management3,369MILLIONS
-
Total Number of Accounts1,537ACCOUNTS
-
Average Account Value$2,191,716
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, IL, IN, MA, MI, NC, NH, NV, NY, OH, TX, VA
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