Bepin Serraj (CRD# 6973794) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 5 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richard W. Paul & Associates, LLC | Novi, MI | Jun 2018 - Current | 5 |
| Richard W. Paul & Associates, LLC | Novi, MI | May 2018 - Current | 6 |
| Albion College | Albion, MI | May 2014 - May 2018 | 4 |
| Albion College | Albion, MI | Jan 2015 - Jan 2018 | 3 |
| Richard W. Paul & Associates, LLC | Novi, MI | May 2017 - Aug 2017 | < 1 |
| Dte Energy | Detroit, MI | May 2016 - Aug 2016 | < 1 |
| 3is | Northville, MI | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- MI
-
Total Assets Under Management293MILLIONS
-
Total Number of Accounts1,765ACCOUNTS
-
Average Account Value$165,781
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MI, TX
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