Paul Holbrook, financial advisor Draper UT
86 score

Paul Holbrook

CRD Number: 1173817
Current Firm: Navigate Private Wealth, LLC

Paul Holbrook (CRD# 1173817) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 31 years of experience in the finance industry. Paul Holbrook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Jeffrey Zesiger, financial advisor Draper UT
Jeffrey D. Zesiger
CRD# 2649450
Uma Financial Services Inc.
Score
101
Similar Advisors
Brady Ririe, financial advisor Draper UT
Brady H. Ririe
CRD# 5747247
Morgan Stanley
Score
100
Similar Advisors
Alan Battles, financial advisor Draper UT
Alan R. Battles
CRD# 1008455
Brighton Wealth Management, Inc.
Score
98
Professional Designations
Company Name Location Dates Years
Allegis Investment Services Draper, UT Jul 2016 - Current < 1
Navigate Private Wealth LLC Draper, UT May 2014 - Current 2
Mutual Securities, Inc. Camarillo, CA May 2014 - Jul 2016 2
American Express Financial Advisors Inc. Midvale, UT Dec 1987 - May 2014 26
Ids Life Insurance Company Minneapolis, MN Dec 1987 - May 2014 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination Jan 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Paul B. Holbrook
Phone Number: 801-676-4588
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    260
    MILLIONS
  • Total Number of Accounts
    1,996
    ACCOUNTS
  • Average Account Value
    $130,123
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, ID, NH, NV, OR, SC, TX, UT, WA

Ready to hire a financial advisor? Get competitive proposals from Paul Holbrook and other advisors.
BADGES
86

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.