Paul Tarins, financial advisor Winter Park FL
93 score

Paul Tarins

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Paul M. Tarins
Phone Number: (239) 444-1766
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    675
    ACCOUNTS
  • Average Account Value
    $83,195
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, KY, NC, OH, OR, SC, TN, TX

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

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