Paul AluiaCRD Number: 5379170
Current Firm: Ljpr Financial Advisors
Paul Aluia (CRD# 5379170) is an Investment Advisor Representative working at Ljpr Financial Advisors in Troy, MI and has over 9 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
|Pnc Investments||Pittsburgh, PA||Jul 2013 - Current||3|
|Pnc Bank||St. Clair Shores, MI||Jul 2013 - Current||3|
|J.p. Morgan Securities LLC||Phoenix, AZ||Oct 2012 - Jul 2013||< 1|
|Jp Morgan Chase Na||Birmingham, MI||Jun 2007 - Jul 2013||6|
|Chase Investment Services Corp||Birmingham, MI||Jun 2007 - Oct 2012||5|
|Jp Morgan Chase||Waterford, MI||Feb 2007 - Jun 2007||< 1|
|Unemployed||Fraser, MI||Nov 2006 - Jan 2007||< 1|
|Adp||Dearborn, MI||Mar 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
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:
- Financial Issue
Total Assets Under Management631MILLIONS
Total Number of Accounts3,043ACCOUNTS
Average Account Value$207,415
- 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
- Educational seminars/workshops
AZ, CA, FL, IN, MI, NC, OH, TN, TX
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