Paul Caruso (CRD# 2288801) is an Investment Advisor Representative working at Oxinas Partners Wealth Management in Jeffersonville, IN and has over 31 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M.s. Howells & Co | Scottsdale, AZ | Apr 2023 - Current | 1 |
| Oxinas Partners, Llc Dba Oxinas Partners Wealth Management | Jeffersonville, IN | Mar 2023 - Current | 1 |
| Edward Jones | Madison, IN | Aug 2018 - Mar 2023 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | New Albany, IN | Sep 2011 - Aug 2018 | 6 |
| Waddell & Reed, Inc. | New Albany, IN | Sep 2011 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1997 |
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- IN
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Total Assets Under Management297MILLIONS
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Total Number of Accounts1,661ACCOUNTS
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Average Account Value$178,816
- A percentage of assets under your management
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Selection of other advisers (including private fund managers)
CA, FL, IL, IN, KY, NH, NY, OH, PA, PR, TX
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