Paul Sullivan (CRD# 1341544) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in East Tawas, MI and has over 34 years of experience in the finance industry.
CRD# 2334603
Edward Jones
CRD# 6614882
Edward Jones
CRD# 4581383
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | East Tawas, MI | May 2010 - Current | 13 |
| Tawas Bay Investments, Inc. | East Tawas, MI | Sep 2007 - Current | 16 |
| Raymond James Financial Services, Inc. | East Tawas, MI | Mar 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- MI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, VI, VT, WA, WI, WV, WY
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