Alex Paul is a CFA-designated registered investment advisor, based in Lincoln, MA, with 19 years of industry experience.
Location
55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Franklin Distributors, LLC
July 2021 - Present · 4 yrs 9 mos
Franklin Distributors, LLCBroker
July 2021 - Present · 4 yrs 9 mos
Fiduciary Trust International, LLC
May 2011 - Present · 14 yrs 11 mos
Previous Registrations
Crestone Asset Management LLC
February 2007 - March 2011 · 4 yrs 1 mo
Crestone Securities LLCBroker
August 2006 - March 2011 · 4 yrs 7 mos
First Investors CorporationBroker
January 2002 - March 2002 · 2 mos
State Registrations10 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.