Paul Wilfred Majane

Trust Advisory Group LTD

38 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching

Trust Advisory Group LTD

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

1,119 clients

Average Client Portfolio

$442K average

Assets Under Management

$494.4M

Fee Structure

Minimum Annual Fee:$200

Location

Sedona, AZ

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 1995

Settled

Customer Dispute

August 1994

Award / Judgment

Customer Dispute

August 1994

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Stonex Securities INC.Broker

September 2024 - Present · 1 yr 5 mos

Trust Advisory Group LTD

February 2017 - Present · 9 yrs

Previous Registrations

Ages Financial Services, LTD.Broker

February 2017 - September 2024 · 7 yrs 7 mos

Source Capital Group, INC.

October 2006 - February 2017 · 10 yrs 4 mos

Source Capital Management

February 2002 - October 2006 · 4 yrs 8 mos

Source Capital Group, INC.Broker

December 2001 - February 2017 · 15 yrs 2 mos

Merit Capital Associates, INC.Broker

April 1997 - December 2001 · 4 yrs 8 mos

Prudential Securities IncorporatedBroker

August 1989 - May 1997 · 7 yrs 9 mos

Thomson Mckinnon Securities INC.Broker

February 1988 - August 1989 · 1 yr 6 mos

Moseley Securities CorporationBroker

November 1987 - February 1988 · 3 mos

State Registrations19 states

AZCACOCTFLILMAMDMIMSMTNCNJNYORRISCVTWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.