Paul BalogCRD Number: 1006294
Current Firm: Foresters Equity Services, Inc.
Paul Balog (CRD# 1006294) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Palm Harbor, FL and has over 30 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Foresters Equity Services, Inc.||Palmharbor, FL||Aug 2013 - Current||4|
|Colorado Financial Service Corporation||Centennial, CO||Aug 2012 - Sep 2013||1|
|Self Employed||Palm Harbor, FL||May 2012 - Aug 2012||< 1|
|Brookstone Securities||Safety Harbor, FL||Apr 2005 - Jun 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV