Paul Abele, financial advisor Mountain Brook AL

Paul Abele

CRD Number: 1321366
Current Firm: Canterbury Investment Advisors LLC

Paul Abele (CRD# 1321366) is an Investment Advisor Representative working at Canterbury Investment Advisors LLC in Mountain Brook, AL and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Canterbury Investment Advisors LLC Mountain Brook, AL Feb 2018 - Current 4
Paul Abele, Sole Proprietor Mountain Brook, AL Jan 1985 - Current 37
Innovation Partners LLC Charlotte, NC Jan 2018 - May 2018 < 1
Innovation Partners LLC Charlotte, NC Dec 2017 - May 2018 < 1
Dfpg Investments, Inc. Sandy, UT Nov 2017 - Nov 2017 < 1
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Jul 2017 - Oct 2017 < 1
Scf Securities, Inc. Fresno, CA Jul 2016 - Jul 2017 1
Scf Investment Advisors, Inc. Fresno, CA Jul 2016 - Jul 2017 1
Securities America, Inc. Birmingham, AL Nov 2013 - Jul 2016 2
Securities America Advisors, Inc. Birmingham, AL Nov 2013 - Jul 2016 2
Arbor Point Advisors Birmingham, AL Nov 2013 - Jul 2016 2
Gradient Securities, LLC Arden Hills, MN Nov 2013 - Nov 2013 < 1
Signature Investment Inc. Dayton, OH May 2013 - Nov 2013 < 1
Sicor Securities Inc. Dayton, OH May 2013 - Oct 2013 < 1
Liberty Partners Financial Services, LLC Bakersfield, CA Mar 2012 - May 2013 1
Liberty Partners Capital Management, LLC Bakersfield, CA Mar 2012 - May 2013 1
Abele Financial Group LLC Birmingham, AL Apr 2010 - May 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Jul 2016
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Paul W. Abele
Phone Number: (205) 871-1692
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $1,535,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL

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