Paul Beavin (CRD# 4493059) is an Investment Advisor Representative working at Decision Tree Investment Advisors LLC in Longwood, FL and has over 21 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Decision Tree Investment Advisors LLC | Longwood, FL | May 2021 - Current | 2 |
| Cetera Advisors LLC | Denver, CO | May 2019 - Current | 4 |
| Decision Tree Financial | Orlando, FL | Jan 2010 - Current | 14 |
| Mml Investors Services, LLC | Orlando, FL | Mar 2017 - May 2019 | 2 |
| Massachusetts Mutual Life Insurance Company | Orlando, FL | Nov 2016 - May 2019 | 2 |
| Msi Financial Services | Orlando, FL | Nov 2016 - May 2019 | 2 |
| Jackson Hewitt | Longwood, FL | Dec 2018 - Apr 2019 | < 1 |
| Mass Mutual | Orlando, FL | Oct 2016 - May 2017 | < 1 |
| Orion Trading, LLC | Orlando, FL | Jun 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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