Paul Sipala, financial advisor Aiken SC
96 score

Paul Sipala

CRD Number: 1376708
Current Firm: Foresters Equity Services, Inc.

Paul Sipala (CRD# 1376708) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Aiken, SC and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Foresters Equity Services, Inc. San Diego, CA Aug 2009 - Current 8
Florida Gulf Tax Advisors Ft Myers, FL Jun 2004 - Current 13
Metropolitan Life Insurance Company Naples, FL Jan 2007 - Aug 2009 2
Metlife Securities Inc. Naples, FL Jan 2007 - Aug 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Feb 2002
Contact Info for Paul V. Sipala
Phone Number: 858-550-4844
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $88,483
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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