Paul SlakterCRD Number: 3128717
Current Firm: Virtus Fund Advisers, LLC
Paul Slakter (CRD# 3128717) is an Investment Advisor Representative working at Virtus Fund Advisers, LLC in Tampa, FL and has over 9 years of experience in the finance industry.
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
Lansdowne Wealth Management, LLC
|Vp Distributors LLC||Tampa, FL||Jun 2017 - Current||1|
|Virtus Fund Advisers||Tampa, FL||Jun 2017 - Current||1|
|Ridgeworth Distributors LLC||Atlanta, GA||Aug 2008 - Jun 2017||8|
|Ridgeworth Capital Management||Tampa, FL||Jun 2008 - Jun 2017||9|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jun 2008 - Aug 2008||< 1|
|Bennett Lawrence Management LLC||New York, NY||May 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management18,142MILLIONS
Total Number of Accounts54ACCOUNTS
Average Account Value$335,957,581
- A percentage of assets under your management
- 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
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