Paul Karshner (CRD# 6425105) is an Investment Advisor Representative working at Financial Enhancement Group in Oceanside, CA and has over 9 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self-employed | Oceanside, CA | May 2017 - Current | 6 |
| Self Employed | Oceanside, CA | May 2016 - Current | 7 |
| Ultra Estate Planning | San Clemente, CA | Mar 2016 - Current | 8 |
| U.s. Bancorp Investments, Inc. | San Francisco, CA | Nov 2014 - Mar 2016 | 1 |
| U.s. Bank | San Francisco, CA | Nov 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- CA
-
Total Assets Under Management728MILLIONS
-
Total Number of Accounts3,285ACCOUNTS
-
Average Account Value$221,606
- 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
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MO, MT, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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