Paul Shorter, financial advisor Charleston SC
93 score

Paul Shorter

CRD Number: 5911233
Current Firm: Suntrust Advisory Services, Inc.

Paul Shorter (CRD# 5911233) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Charleston, SC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 1
Suntrust Bank Norfolk, VA Aug 2011 - Current 6
Suntrust Investment Services, Inc. Atlanta, GA Aug 2011 - Current 6
Suntrust Bank Norfolk, VA Apr 2011 - Aug 2011 < 1
Suntrust Investment Services, Inc. Atlanta, GA Apr 2011 - Aug 2011 < 1
Heritage Bank Norfolk, VA Oct 2005 - Apr 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Paul A. Shorter
Phone Number: 404-827-6461
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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