Paul Abele (CRD# 1321366) is an Investment Advisor Representative working at Canterbury Investment Advisors LLC in Birmingham, AL and has over 39 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
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Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canterbury Investment Advisors LLC | Mountain Brook, AL | Feb 2018 - Current | 6 |
| Paul Abele, Sole Proprietor | Mountain Brook, AL | Jan 1985 - Current | 39 |
| Investment Advisor Group | Hancock, NY | Apr 2023 - Sep 2023 | < 1 |
| Advisory Services Network LLC | Atlanta, GA | Oct 2022 - Apr 2023 | < 1 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
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- AL
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Total Assets Under Management10MILLIONS
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Total Number of Accounts6ACCOUNTS
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Average Account Value$1,622,350
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL
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