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 31 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||8|
|Kregar Financial Service||Peoria Heights, IL||Dec 2007 - Current||9|
|Kregar Financial Service||Peoria Heights, IL||Jun 1994 - Current||23|
|Cpa/tax/accounting||Peoria Heights, IL||Jan 1991 - Current||26|
|Raymond James Financial Services, Inc.||Peoria Heights, IL||May 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV