Duncan Paul, financial advisor Covington KY

Duncan Paul

CRD Number: 6975052
Current Firm: Fidelity Personal And Workplace Advisors

Duncan Paul (CRD# 6975052) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brockerage Services LLC Covington, KY Jun 2018 - Current 4
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
Contact Info for Duncan R. Paul
Phone Number: 617-563-7000
Registered State(s):
  • KY
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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