Micheal Paul (CRD# 6109404) is an Investment Advisor Representative working at Eagle Strategies LLC in Broomfield, CO and has over 11 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New York Life Insurance Company | Broomfield, CO | Apr 2018 - Current | 6 |
| Nylife Securities LLC | Broomfield, CO | Apr 2018 - Current | 6 |
| Eagle Strategies LLC | Broomfield, CO | Apr 2018 - Current | 6 |
| Nylife Securities LLC | Arvada, CO | Mar 2016 - Apr 2018 | 2 |
| Eagle Strategies LLC | Arvada, CO | Mar 2016 - Apr 2018 | 2 |
| New York Life Insurance Company | Arvada, CO | Feb 2016 - Apr 2018 | 2 |
| Edward Jones | St. Louis, MO | Aug 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- CO
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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