Paul BranshawCRD Number: 2822415
Current Firm: Interactive Financial Advisors
Paul Branshaw (CRD# 2822415) is an Investment Advisor Representative working at Interactive Financial Advisors in New Lenox, IL and has over 25 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
J.p. Morgan Securities LLC
|Fortune Financial Services||Monaca, PA||Sep 2020 - Current||2|
|Brooklight Place Securities, Inc.||Downers Grove, IL||Dec 2015 - Current||6|
|Egan Vance Insurance||Chicago, IL||Jan 2010 - Current||12|
|Branshaw Tax Advisors||New Lenox, IL||Feb 2007 - Current||15|
|Interactive Financial Advisors||Chicago, IL||Feb 2005 - Current||17|
|Branshaw Financial||New Lenox, IL||Jan 2003 - Current||19|
|Paul Branshaw||New Lenox, IL||Feb 1997 - Current||25|
|Fortune Financial Services, Inc.||New Brighton, PA||Feb 2013 - Dec 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management321MILLIONS
Total Number of Accounts3,067ACCOUNTS
Average Account Value$104,755
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, NC, NE, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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