Paul KregarCRD Number: 1404078
Current Firm: Raymond James Financial Services Advisors, Inc.
Paul Kregar (CRD# 1404078) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Peoria Heights, IL and has over 32 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Raymond James Financial Services Advisors, Inc.||Peoria Heights, IL||Jan 2009 - Current||9|
|Cpa/tax/accounting||Peoria Heights, IL||Jan 1991 - Current||27|
|Raymond James Financial Services, Inc.||Peoria Heights, IL||May 1990 - Current||27|
|Kregar Financial Service||Peoria Heights, IL||Dec 2007 - Feb 2018||10|
|Kregar Financial Service||Peoria Heights, IL||Jun 1994 - Feb 2018||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops