Paula Kingsbury, financial advisor Dickinson TX

Paula Kingsbury

CRD Number: 1523472
Current Firm: Avantax Advisory Services

Paula Kingsbury (CRD# 1523472) is an Investment Advisor Representative working at Avantax Advisory Services in Dickinson, TX and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Kingsbury Business Services, LLC Dickinson, TX Feb 2023 - Current 1
Avantax Insurance Agency LLC Dickinson, TX Dec 2014 - Current 9
Avantax Advisory Services Dickinson, TX Oct 1995 - Current 28
Avantax Investment Services, Inc. Dickinson, TX Jun 1994 - Current 29
Kingsbury Business Service Dickinson, TX Oct 1978 - Current 45
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Paula C. Kingsbury
Phone Number: 972-870-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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)
  • 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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