Paul Spurlock (CRD# 4516725) is an Investment Advisor Representative working at Aris Capital Strategies, LLC in Raleigh, NC and has over 10 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2728867
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Annuity Educators, Llc (subsidiary Of Aris Wealth) | Raleigh, NC | Jun 2023 - Current | < 1 |
| Aris Capital Strategies, LLC | Raleigh, NC | May 2023 - Current | < 1 |
| Advisor Training System, LLC | Raleigh, NC | Jun 2016 - Current | 7 |
| Aris Wealth Management LLC | Raleigh, NC | Jul 2005 - Current | 18 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2016 - Oct 2023 | 7 |
| Global Financial Private Capital, LLC | Sarasota, FL | Apr 2016 - Apr 2019 | 3 |
| Serpentine Obsessions LLC | Raleigh, NC | Jun 2013 - Oct 2018 | 5 |
| Blackbelt Consulting, LLC | Lafayette, CO | Apr 2017 - Jul 2018 | 1 |
| Advanced Annuity Solutions LLC | Raleigh, NC | May 2014 - Oct 2017 | 3 |
| Retirement Wealth Advisors, Inc. | Jenison, MI | Feb 2014 - Apr 2016 | 2 |
| Advanced Retirement Income Solutions, LLC | Raleigh, NC | May 2005 - Feb 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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