Paul WhaleyCRD Number: 1317537
Current Firm: Cambridge Investment Research Advisors, Inc.
Paul Whaley (CRD# 1317537) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Beatrice, NE and has over 33 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Wells Fargo Advisors, LLC
Securities America Advisors, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2014 - Current||3|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2014 - Current||3|
|Raymond James Financial Services Advisors, Inc.||Beatrice, NE||Jan 2009 - Sep 2014||5|
|Pinnacle Bancorp||Beatrice, NE||Jul 2002 - Sep 2014||12|
|Raymond James Financial Services||Beatrice, NE||Jan 2002 - Sep 2014||12|
|Real Estate||Lawrence, KS||Sep 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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