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 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Portfolio Medics, LLC||Bonita Springs, FL||Jun 2015 - Current||1|
|Paul M. Tarins Llc D/b/a Sovereign Retirement Solutions||Winter Park, FL||Oct 2013 - Current||3|
|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|
|Brookstreet Securities||Irvine, CA||Sep 2004 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
|S63||Uniform Securities State Law Examination||Jul 1998|
Total Assets Under Management56MILLIONS
Total Number of Accounts675ACCOUNTS
Average Account Value$83,195
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, KY, NC, OH, OR, SC, TN, TX
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