Paul Barlow (CRD# 1048088) is an Investment Advisor Representative working at Barlow, Paul David in Laguna Hills, CA and has over 41 years of experience in the finance industry. Paul Barlow 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paul David Barlow | Laguna Hills, CA | Jun 2016 - Current | 7 |
| Self Employed- Financial Planning Business | Orange, CA | Apr 1981 - Current | 43 |
| Greenberg Graham Advisors LLC | Irvine, CA | Nov 2014 - Jul 2016 | 1 |
| Paul David Barlow | Laguna Hills, CA | Jan 1985 - Dec 2014 | 29 |
| Linsco/private Ledger Corp. | Laguna Hills, CA | Jun 1986 - Oct 2014 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1983 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management2MILLIONS
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Total Number of Accounts9ACCOUNTS
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Average Account Value$214,834
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
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