Paula KingsburyCRD Number: 1523472
Current Firm: Avantax Advisory Services
Paula Kingsbury (CRD# 1523472) is an Investment Advisor Representative working at Avantax Advisory Services in Dickinson, TX and has over 37 years of experience in the finance industry.
The Goff Financial Group
Nxt:gen Financial Planning
Worthwise Financial Partners
|Kingsbury Business Services, LLC||Dickinson, TX||Feb 2023 - Current||< 1|
|Avantax Insurance Agency LLC||Dickinson, TX||Dec 2014 - Current||8|
|Avantax Advisory Services||Dickinson, TX||Oct 1995 - Current||27|
|Avantax Investment Services, Inc.||Dickinson, TX||Jun 1994 - Current||29|
|Kingsbury Business Service||Dickinson, TX||Oct 1978 - Current||44|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1986|
|S65||NASAA Investment Advisors Law Examination||Feb 2000|
Total Assets Under Management30,968MILLIONS
Total Number of Accounts123,393ACCOUNTS
Average Account Value$250,972
- 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
- Pension consulting services
- 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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