Paul BruleCRD Number: 1146079
Current Firm: J. W. Cole Advisors, Inc.
Paul Brule (CRD# 1146079) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 33 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J. W. Cole Advisors, Inc.||Tampa, FL||May 2013 - Current||4|
|J.w. Cole Financial, Inc.||Albuquerque, NM||May 2013 - Current||4|
|Financial Advisers Of America||Carlsbad, CA||Jul 2012 - Current||5|
|College Of Southern Nevada||Albuquerque, NM||Oct 2010 - Current||6|
|Mountain Financial LLC||Albuquerque, NM||Jun 2010 - Current||7|
|Brule & Associates Benefit Advisors||Albequerque, NM||Mar 1985 - Current||32|
|United Planners Financial Services||Scottsdale, AZ||Mar 2005 - Jun 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Nov 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Judgments / Liens
- Criminal Record
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV