Paul VahleCRD 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 28 years of experience in the finance industry.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Truist Investment Services, Inc.||Birmingham, AL||Feb 2021 - Current||1|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||1|
|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|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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