Paul Taber (CRD# 4622072) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jarrettsville, MD and has over 23 years of experience in the finance industry. Paul Taber 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# 1582180
Thrivent Investment Management Inc.
CRD# 2763082
Mml Investors Services, LLC
CRD# 5690805
T. Rowe Price Associates, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2017 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2017 - Current | 6 |
| Taber Financial Services, LLC | Jarrettsville, MD | May 2002 - Current | 21 |
| National Planning Corporation | Jarrettsville, MD | Dec 2009 - Nov 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2001 |
- MD
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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