Paul Oberst (CRD# 7608520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Douglasville, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | Aug 2023 - Current | < 1 |
| Bank Of America | Atlanta, GA | Aug 2022 - Aug 2023 | 1 |
| Unemployed | Louisville, KY | Dec 2021 - Aug 2022 | < 1 |
| Moe's Barbeque | Auburn, AL | Aug 2021 - Dec 2021 | < 1 |
| Auburn University | Auburn, AL | Aug 2017 - Dec 2021 | 4 |
| Collegiate Bed Lofts | Auburn, AL | Jul 2021 - Aug 2021 | < 1 |
| Alliance Cost Containment | Louisville, KY | May 2020 - Aug 2020 | < 1 |
| Edward Neutz Sons & Daughters Moving | Louisville, KY | May 2019 - Aug 2019 | < 1 |
| Professional Pool Management | Louisville, KY | May 2018 - Aug 2018 | < 1 |
| Bennett's Gas | Taylorsville, KY | May 2017 - Aug 2017 | < 1 |
| Saint Xavier High School | Louisville, KY | Aug 2013 - May 2017 | 3 |
| Bennett's Gas | Taylorsville, KY | May 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- GA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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