Paul Tanner (CRD# 5032785) is an Investment Advisor Representative working at Granite Hill Capital Management, LLC in , and has over 10 years of experience in the finance industry.
Granite Hill Capital helps busy professionals develop plans to fund their retirement and other goals. We focus on:
- Creating investment plans that clearly integrate all your resources (employment income, 401(k),’s, social security benefits, etc.) with your goals.
- Investing with tax efficiency so you retain more of your income.
- Delivering and ongoing advice and management.
As an independent financial planning and investment practice we are free to choose among solutions without commissions, hidden fees, or other conflicts of interest. We have your best interests in mind and act as a fiduciary.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Granite Hill Capital Managment | Ridgefield, CT | Sep 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
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Total Assets Under Management12MILLIONS
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Total Number of Accounts12ACCOUNTS
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Average Account Value$1,007,014
- 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
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