Paula Kingsbury, financial advisor Dickinson TX

Paula Kingsbury

CRD 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 36 years of experience in the finance industry.

Similar Advisors
Matthew Goff, financial advisor Dickinson TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Ashley Foster, financial advisor Dickinson TX
Ashley M. Foster
CRD# 5462249
Nxt:gen Financial Planning
Similar Advisors
Alison James, financial advisor Dickinson TX
Alison A. James
CRD# 7438882
Worthwise Financial Partners
Company Name Location Dates Years
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 28
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
Contact Info for Paula C. Kingsbury
Phone Number: 972-870-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    34,341
    MILLIONS
  • Total Number of Accounts
    111,856
    ACCOUNTS
  • Average Account Value
    $307,006
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.