Placide PaulCRD Number: 7126175
Current Firm: Fidelity Personal And Workplace Advisors
Placide Paul (CRD# 7126175) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Indianapolis, IN and has over 3 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Navient||Indianapolis, IN||Mar 2021 - May 2021||< 1|
|Unemployed||Westfield, IN||Oct 2020 - Mar 2021||< 1|
|Stifel Nicolaus & Co Inc.||Indianapolis, IN||Aug 2020 - Oct 2020||< 1|
|Jpmorgan Chase Bank, N.a.||New York, NY||May 2019 - Jul 2020||1|
|J.p. Morgan Securities LLC||New York, NY||May 2019 - Jul 2020||1|
|Urban Upbound||Long Island City, NY||Jan 2019 - Apr 2019||< 1|
|At&t||New York, NY||Dec 2017 - Jan 2019||1|
|At&t||Miami, FL||Jan 2014 - Dec 2017||3|
|Total Wine And More||Pembroke Pines, FL||Sep 2012 - Jan 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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.