Paul BoppCRD Number: 4002997
Current Firm: Truist Advisory Services, Inc.
Paul Bopp (CRD# 4002997) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, SC and has over 23 years of experience in the finance industry. Paul Bopp 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.
Apex Capital Management LLC
|Truist Investment Services, Inc.||Asheville, NC||Feb 2021 - Current||2|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||2|
|Bb&t Securities||Greenville, SC||Jan 2015 - Feb 2021||6|
|First Citizens Securities Corp||Columbia, SC||Jul 2012 - Dec 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
|S65||NASAA Investment Advisors Law Examination||Sep 2005|
Total Assets Under Management53,170MILLIONS
Total Number of Accounts125,600ACCOUNTS
Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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