Paul Jeffrey, financial advisor Charlotte NC
100 score

Paul Jeffrey

CRD Number: 1371168
Current Firm: Fairview Financial LLC
Paul Jeffrey (CRD# 1371168) is an Investment Advisor Representative working at Fairview Financial LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
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Company Name Location Dates Years
Geneos Wealth Management Inc. Charlotte, NC Jan 2012 - Current 5
Pacific West Securities, Inc. Renton, WA Apr 2005 - Current 12
Fairview Financial, LLC Charlotte, NC Sep 2002 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Feb 1994
Contact Info for Paul M. Jeffrey
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $334,450
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

NC, TX

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BADGES
100
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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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