Paul Moxen (CRD# 6196840) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilkes-barre, PA and has over 10 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2019 - Current | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2019 - Current | 4 |
| C3 Group | Scranton, PA | Sep 2018 - Current | 5 |
| Park Avenue Securities, LLC | Clarks Summit, PA | Apr 2018 - Aug 2018 | < 1 |
| Guardian Life Insurance Co Of America | Clarks Summit, PA | Apr 2018 - Aug 2018 | < 1 |
| Mml Investors Services, LLC | Moosic, PA | Mar 2017 - Mar 2018 | 1 |
| Metlife Securities/msi Financial | Moosic, PA | Jul 2014 - Mar 2017 | 2 |
| Park Avenue Securities, LLC | Plains, PA | Jul 2013 - Jul 2014 | 1 |
| Guardian Life Insurance Co | Plains, PA | Dec 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- PA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.