Paul Gaschen (CRD# 2201102) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 32 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret, Grant & Company, Inc. | Lubbock, TX | Oct 2023 - Current | < 1 |
| Gaschen, Berlingeri & Associates | Lubbock, TX | Jun 2019 - Oct 2023 | 4 |
| Cetera Advisors LLC | Denver, CO | Jan 2013 - Oct 2023 | 10 |
| Gaschen, Johnston & Associates, LLC | Lubbock, TX | Dec 2000 - Jun 2019 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- TX
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Total Assets Under Management6,873MILLIONS
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Total Number of Accounts25,405ACCOUNTS
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Average Account Value$270,550
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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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