Eileen Paul, financial advisor Exton PA
96 score

Eileen Paul

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Eileen J. Paul
Phone Number: 484-359-4057
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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