Paul TarinsCRD Number: 3050063
Current Firm: Portfolio Medics, LLC
Paul Tarins (CRD# 3050063) is an Investment Advisor Representative working at Portfolio Medics, LLC in Winter Park, FL and has over 19 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Portfolio Medics, LLC||Bonita Springs, FL||Jun 2015 - Current||2|
|Paul M. Tarins Llc D/b/a Sovereign Retirement Solutions||Winter Park, FL||Oct 2013 - Current||4|
|Charles Rutenberg||Orlando, FL||Oct 2013 - Sep 2015||1|
|Brookstone Capital Management||Wheaton, IL||Oct 2013 - Jul 2015||1|
|Investorlando Realty||Orlando, FL||Jun 2013 - Oct 2013||< 1|
|Charles Rutenberg||Orlando, FL||Aug 2012 - Jun 2013||< 1|
|Homevest Realty||Orlando, FL||Feb 2005 - Aug 2012||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
|S63||Uniform Securities State Law Examination||Jul 1998|
Total Assets Under Management58MILLIONS
Total Number of Accounts658ACCOUNTS
Average Account Value$88,833
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, KY, NC, OH, OR, SC, TN, TX
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