Paul Alston (CRD# 4364085) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Scottsdale, AZ and has over 23 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarkston Capital Partners, LLC | Bloomfield Hills, MI | Jan 2021 - Current | 3 |
| Ironwood Investment Counsel, LLC | Phoenix, AZ | Feb 2001 - Dec 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
- AZ
-
Total Assets Under Management6,695MILLIONS
-
Total Number of Accounts2,124ACCOUNTS
-
Average Account Value$3,152,027
- A percentage of assets under your management
- Fixed fees (other than subscription 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
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SD, TX, VA, WA, WI
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