Duncan Paul (CRD# 6975052) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 5 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brockerage Services LLC | Covington, KY | Jun 2018 - Current | 5 |
| Mister B's | Bowling Green, KY | Jan 2014 - Jun 2018 | 4 |
| Delta Delta Delta | Lexington, KY | Aug 2015 - May 2018 | 2 |
| University Of Kentucky | Lexington, KY | Aug 2014 - May 2018 | 3 |
| Alltech | Nicholasville, KY | Jun 2017 - Aug 2017 | < 1 |
| Mason Capital Management | New York, NY | Jul 2016 - Aug 2016 | < 1 |
| Bowling Green High School | Bowling Green, KY | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- KY
- OH
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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