Paul Dietrich, financial advisor Tucson AZ
93 score

Paul Dietrich

CRD Number: 1147939
Current Firm: Kms Financial Services, Inc.

Paul Dietrich (CRD# 1147939) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Tucson, AZ and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Kms Financial Services, Inc. Seattle, WA Jul 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Paul J. Dietrich
Phone Number: [206]441-2885
Registered State(s):
  • AK
  • MD
  • AZ
  • GA
By the Numbers
  • Total Assets Under Management
    5,174
    MILLIONS
  • Total Number of Accounts
    24,587
    ACCOUNTS
  • Average Account Value
    $210,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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