Paul Jeffrey, financial advisor Charlotte NC

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.
CONTACT
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Professional Designations
Company Name Location Dates Years
Fairview Financial, LLC Charlotte, NC Sep 2002 - Current 19
Geneos Wealth Management Inc. Charlotte, NC Jan 2012 - Jan 2014 2
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
    103
    MILLIONS
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $1,083,965
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

NC, TX

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