Paul Dubendorf, financial advisor Wormleysburg PA

Paul Dubendorf

CRD Number: 4803852
Current Firm: Northeastern Star Asset Management, Inc.

Paul Dubendorf (CRD# 4803852) is an Investment Advisor Representative working at Northeastern Star Asset Management, Inc. in Wormleysburg, PA and has over 19 years of experience in the finance industry. Paul Dubendorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northeastern Star Asset Management, Inc. Wormleysburg, PA Aug 2014 - Current 9
Eagleview Securities, Inc. Doylestown, PA Mar 2015 - Aug 2015 < 1
First Savings Securities (papalia Securities, Inc.) Doylestown, PA May 2005 - Mar 2015 9
Eagleview Advisors (formerly First Savings Financial Services In Doylestown, PA Aug 2009 - Jun 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Paul S. Dubendorf
Phone Number: 717-732-2719
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    208
    MILLIONS
  • Total Number of Accounts
    788
    ACCOUNTS
  • Average Account Value
    $263,485
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
Types of Clients
Registered States

DE, FL, MD, NC, PA, TX, VA

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