Paul Branshaw (CRD# 2822415) is an Investment Advisor Representative working at Interactive Financial Advisors in New Lenox, IL and has over 27 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services | Monaca, PA | Sep 2020 - Current | 3 |
| Egan Vance Insurance | Chicago, IL | Jan 2010 - Current | 14 |
| Interactive Financial Advisors | Chicago, IL | Feb 2005 - Current | 19 |
| Branshaw Financial | New Lenox, IL | Jan 2003 - Current | 21 |
| Paul Branshaw | New Lenox, IL | Feb 1997 - Current | 27 |
| Branshaw Tax Advisors | New Lenox, IL | Feb 2007 - Dec 2020 | 13 |
| Brooklight Place Securities, Inc. | Downers Grove, IL | Dec 2015 - Sep 2020 | 4 |
| Fortune Financial Services, Inc. | New Brighton, PA | Feb 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- IL
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Total Assets Under Management285MILLIONS
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Total Number of Accounts3,152ACCOUNTS
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Average Account Value$90,400
- A percentage of assets under your management
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