Paul Branshaw, financial advisor New Lenox IL

Paul Branshaw

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Paul A. Branshaw
Phone Number: 630-472-1300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    321
    MILLIONS
  • Total Number of Accounts
    3,067
    ACCOUNTS
  • Average Account Value
    $104,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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