Paul Arbo (CRD# 725412) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cabin John, MD and has over 32 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research | Fairfield, IA | Apr 2020 - Current | 4 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2020 - Current | 4 |
Financial Brokerage Services, Inc. | Cabin John, MD | Jan 1990 - Current | 34 |
Four Points Capital Partners LLC | New York, NY | Jan 2019 - Apr 2020 | 1 |
Mha Financial Corp. | Westwood, MA | Jan 2012 - Apr 2020 | 8 |
Mha Financial Corp | Westwood, MA | Oct 1983 - Dec 2018 | 35 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1992 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- MD
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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