Barlow, Paul David

Barlow, Paul David (CRD# 284512) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $1,933,510 in 9 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
23046 Avenida De La Carlota, #430, Laguna Hills, CA 92653
https://www.linkedin.com/in/workwithcfp/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $214,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Barlow, Paul David
Showing 1 - 1 of 1 top financial advisors.
1
Paul Barlow, financial advisor Laguna Hills CA
Paul D. Barlow
CRD#: 1048088
23046 Avenida De La Carlota, #430, Laguna Hills, CA 92653

Paul Barlow (CRD# 1048088) is an Investment Advisor Representative working at Barlow, Paul David in Laguna Hills, CA and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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