Alex Paul (CRD# 4493608) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 17 years of experience in the finance industry.
CRD# 1388001
Tcg Wealth Management
CRD# 5173053
Fidelity Personal And Workplace Advisors
CRD# 4689919
Abraham, Robert Ralph Jr
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Franklin Distributors, LLC | Lincoln, MA | Jul 2021 - Current | 2 |
| Fiduciary Trust International, LLC | Lincoln, MA | Jun 2020 - Current | 3 |
| Franklin Templeton Financial Services Corp | Lincoln, MA | Apr 2021 - Jul 2021 | < 1 |
| Athena Capital Advisors | Lincoln, MA | Feb 2017 - Jun 2020 | 3 |
| Athena Capital Advisors | Lincoln, MA | Jan 2013 - Feb 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
| S63 | Uniform Securities State Law Examination | Oct 2021 |
- MA
-
Total Assets Under Management5,465MILLIONS
-
Total Number of Accounts491ACCOUNTS
-
Average Account Value$11,130,096
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, MA, NY
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