Eileen PaulCRD Number: 1822077
Current Firm: Prowell Financial Management, LLC
Eileen Paul (CRD# 1822077) is an Investment Advisor Representative working at Prowell Financial Management, LLC in Exton, PA and has over 28 years of experience in the finance industry. Eileen Paul 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.
Clothier Springs Capital Management, LLC
Newbridge Wealth Management
Dedicated Investment Advisers LLC
|Prowell Financial Management, LLC||Exton, PA||Jun 2016 - Current||< 1|
|Hotaling Investment Management, LLC||Wayne, PA||Jan 2013 - Jun 2016||3|
|Raymond James & Associates, Inc.||Wayne, PA||Mar 2011 - Nov 2012||1|
|Unemployed||Chester Springs, PA||Mar 2009 - Mar 2011||2|
|John Nuveen & Company, Incorporated||Chicago, IL||Sep 1997 - Mar 2009||11|
|#ia Rittenhouse Financial Services, Inc.||Radnor, PA||Mar 1997 - Mar 2009||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
Total Assets Under Management20MILLIONS
Total Number of Accounts21ACCOUNTS
Average Account Value$940,657
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, FL, NJ, PA
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