Paul Cashen (CRD# 1278855) is an Investment Advisor Representative working at Cashen Advisory Services, LLC in Zionsville, IN and has over 37 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cashen Advisory Services, LLC | Zionsville, IN | Jan 2012 - Current | 12 |
| Cashen & Associates | Indpls, IN | Sep 1995 - Current | 28 |
| Triad Advisors, Inc. | Norcross, GA | Nov 2013 - Dec 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2000 |
- IN
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$313,799
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
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