Matthew Paul, financial advisor Novi MI

Matthew Paul

CRD Number: 6396006
Current Firm: Richard W. Paul & Associates, LLC

Matthew Paul (CRD# 6396006) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 8 years of experience in the finance industry. Matthew Paul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Richard W. Paul & Associates, LLC Novi, MI Apr 2011 - Current 12
Midwest Financial Consultants Novi, MI May 2010 - Current 13
J.w. Cole Financial, Inc. Tampa, FL Apr 2019 - Dec 2019 < 1
G.f. Investment Services, LLC Sarasota, FL Oct 2015 - Apr 2019 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
Contact Info for Matthew M. Paul
Phone Number: 248-305-9911
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    293
    MILLIONS
  • Total Number of Accounts
    1,765
    ACCOUNTS
  • Average Account Value
    $165,781
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

FL, MI, TX

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