Paul AbbouCRD Number: 4234153
Current Firm: Avantax Advisory Services
Paul Abbou (CRD# 4234153) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 20 years of experience in the finance industry. Paul Abbou 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Avantax Advisory Services||Irving, TX||Oct 2019 - Current||3|
|Avantax Investment Services, Inc.||Alexandria, VA||Oct 2019 - Current||3|
|Heimlantz Professional Corporation||Alexandria, VA||May 2016 - Current||6|
|Avantax Insurance Services, Inc.||Alexandria, VA||Apr 2006 - Current||16|
|1st Global Advisors, Inc.||Alexandria, VA||May 2010 - Oct 2019||9|
|1st Global Capital Corp||Alexandria, VA||May 2010 - Oct 2019||9|
|Heimlantz Pc||Alexandria, VA||Oct 2001 - May 2016||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S66||NASAA Uniform Combined State Law Examination||Aug 2003|
Total Assets Under Management34,341MILLIONS
Total Number of Accounts111,856ACCOUNTS
Average Account Value$307,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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