Paul Orihel (CRD# 2803368) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 27 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Advisors, LLC | Newtown, PA | Jun 2016 - Current | 7 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jun 2016 | 1 |
| Morgan Stanley Smith Barney | Philadelphia, PA | May 2010 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
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- PA
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Total Assets Under Management703MILLIONS
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Total Number of Accounts2,398ACCOUNTS
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Average Account Value$293,161
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