Paul Pakstis (CRD# 2621923) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 13 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fortune Financial Services | Monaca, PA | Jan 2021 - Current | 3 |
Chaslyn Financial Group, Inc. | Haddon Heights, NJ | Jan 2021 - Current | 3 |
Belpointe Asset Management | Reno, NV | Jan 2021 - Current | 3 |
Pruco Securities, LLC | Marlton, NJ | Aug 2018 - Jan 2021 | 2 |
Thrivent Financial | Appleton, WI | Jun 2017 - Jul 2018 | 1 |
Thrivent Investment Management Inc. | Cherry Hill, NJ | Feb 2017 - Jul 2018 | 1 |
Thrivent Financial | Appleton, WI | Feb 2017 - Jun 2017 | < 1 |
Bcg Securities | Delran, NJ | Jan 2013 - Feb 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2011 |
S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- NJ
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Total Assets Under Management4,300MILLIONS
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Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- 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
- 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, VT, WA, WI, WV, WY
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