Paul Chamberlain (CRD# 2705074) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Pleasant Hill, IA and has over 23 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Services, LLC | Pleasant Hill, IA | Oct 2017 - Current | 6 |
| Wellesley Asset Management, Inc. | Pleasant Hill, IA | Sep 2017 - Current | 6 |
| Unemployed | Pleasant Hill, IA | Jan 2017 - Sep 2017 | < 1 |
| Principal Funds Distributor | Folsom, CA | Jan 2016 - Dec 2016 | < 1 |
| Principal Mutual Life Ins. Company | Des Moines, IA | Jan 1994 - Dec 2016 | 22 |
| Princor Financial Services Corporation | Des Moines, IA | Jan 1996 - Mar 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
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Total Assets Under Management2,104MILLIONS
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Total Number of Accounts2,188ACCOUNTS
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Average Account Value$961,762
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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