Paul Brazie, financial advisor Dayton OH

Paul Brazie

CRD Number: 4253686
Current Firm: Westminster Financial Advisory Corp

Paul Brazie (CRD# 4253686) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Westminster Financial Securities, Inc. Dayton, OH Aug 2018 - Current 2
Key Investment Services Dayton, OH Dec 2013 - Aug 2018 4
Metlife Dayton, OH Mar 2011 - Dec 2013 2
Westminster Advisory Corporation Vandalia, OH May 2010 - Dec 2011 1
Wesminster Financial Securities, Inc. Vandalia, OH May 2010 - Dec 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Paul A. Brazie
Phone Number: 937-898-5010
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    535
    MILLIONS
  • Total Number of Accounts
    1,867
    ACCOUNTS
  • Average Account Value
    $286,362
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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