Paul Vahle, financial advisor Moody AL

Paul Vahle

CRD Number: 2424871
Current Firm: Truist Advisory Services, Inc.

Paul Vahle (CRD# 2424871) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Moody, AL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Birmingham, AL Feb 2021 - Current 3
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 3
Bb&t Securities, LLC Vestavia, AL Jan 2018 - Feb 2021 3
Bbtis Moody, AL Aug 2011 - Jan 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Oct 2002
Disclosure Information

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
Contact Info for Paul J. Vahle
Phone Number: 404-813-7713
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    61,370
    MILLIONS
  • Total Number of Accounts
    124,201
    ACCOUNTS
  • Average Account Value
    $494,117
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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