Paul Beavin (CRD# 4493059) is an Investment Advisor Representative working at Decision Tree Investment Advisors LLC in Longwood, FL and has over 22 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Decision Tree Investment Advisors LLC | Longwood, FL | May 2021 - Current | 3 |
Cetera Advisors LLC | Denver, CO | May 2019 - Current | 5 |
Decision Tree Financial | Orlando, FL | Jan 2010 - Current | 14 |
Mml Investors Services, LLC | Orlando, FL | Mar 2017 - May 2019 | 2 |
Massachusetts Mutual Life Insurance Company | Orlando, FL | Nov 2016 - May 2019 | 2 |
Msi Financial Services | Orlando, FL | Nov 2016 - May 2019 | 2 |
Jackson Hewitt | Longwood, FL | Dec 2018 - Apr 2019 | < 1 |
Mass Mutual | Orlando, FL | Oct 2016 - May 2017 | < 1 |
Orion Trading, LLC | Orlando, FL | Jun 2012 - Aug 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2002 |
S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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