Paul Allen (CRD# 6582946) is a Fee-Only Financial Adviser, Principal, and Founder at PIM Financial Partners, LLC in Virginia Beach, VA and has 2 years of experience in the finance industry.
"When I was on active duty I couldn't find the kind of financial adviser I wanted - so when I retired from active duty I became one."
Ready to help you navigate your financial future. Initial consultations are always free.
Fee-Only | Fiduciary | Educated | Professional | Affordable
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apforia Ltd. | Virginia Beach, VA | May 2023 - Current | < 1 |
| Regent University | Virginia Beach, VA | Aug 2019 - Current | 4 |
| Regent University | Virginia Beach, VA | Aug 2019 - Current | 4 |
| Pim Tax Services | Virginia Beach, VA | Apr 2015 - Current | 9 |
| Redeployment Wealth Strategies | Virginia Beach, VA | Apr 2015 - Current | 9 |
| Us Coast Guard | Virginia Beach, VA | Mar 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
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Total Assets Under Management38MILLIONS
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Total Number of Accounts520ACCOUNTS
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Average Account Value$72,239
- 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
- Pension consulting services
- Educational seminars/workshops
AL, CA, CO, FL, LA, MD, NC, NE, NH, NY, OH, OR, TN, TX, VA, WA
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