Richard Paul, financial advisor Lakewood Ranch FL

Richard Paul

CRD Number: 1603141
Current Firm: Potomac Advisors, Inc.

Richard Paul (CRD# 1603141) is an Investment Advisor Representative working at Potomac Advisors, Inc. in Lakewood Ranch, FL and has over 34 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Potomac Advisors, Inc. Lakewood Ranch, FL Apr 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S65 NASAA Investment Advisors Law Examination Mar 1993
Contact Info for Richard M. Paul
Phone Number: 941-870-3426
Registered State(s):
  • FL
Current Firm Details
Potomac Advisors, Inc.
Firm's CRD Number: 131070
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $369,017
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Market timing services
  • Other
Types of Clients
Registered States

FL

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