Douglas PaulCRD Number: 3074301
Current Firm: Wells Fargo Advisors, LLC
Douglas Paul (CRD# 3074301) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Tampa, FL and has over 16 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Wells Fargo Advisors LLC||Clearwater, FL||May 2009 - Current||8|
|Wachovia Securities, LLC||Tampa, FL||Jan 2008 - May 2009||1|
|Banc Of America Investment Services, Inc.||Charlotte, NC||Nov 2000 - Jan 2008||7|
|Banc Of America Insurance Services, Inc.||Clearwater, FL||Nov 2000 - Jan 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2001|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)