Vernon PaulsonCRD Number: 358335
Current Firm: Equitable Advisors, LLC
Vernon Paulson (CRD# 358335) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wall Township, NJ and has over 29 years of experience in the finance industry.
Prudential Financial Planning Services
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Equitable Advisors, LLC||New York, NY||Sep 1999 - Current||22|
|Axa Advisors, LLC||New York, NY||Sep 1999 - Jun 2020||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1992|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Total Assets Under Management27,972MILLIONS
Total Number of Accounts70,048ACCOUNTS
Average Account Value$399,332
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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