Paul JeffreyCRD Number: 1371168
Current Firm: Fairview Financial LLC
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Geneos Wealth Management Inc.||Charlotte, NC||Jan 2012 - Current||8|
|Pacific West Securities, Inc.||Renton, WA||Apr 2005 - Current||14|
|Fairview Financial, LLC||Charlotte, NC||Sep 2002 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1994|
|S65||NASAA Investment Advisors Law Examination||Feb 1994|
Total Assets Under Management66MILLIONS
Total Number of Accounts63ACCOUNTS
Average Account Value$1,053,445
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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