AP
CFA
AP
CFA

Alex Seth Paul

10 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B

Fee Structure

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Location

Birmingham, MI

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History

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.

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Other Business ActivitiesSells Insurance

Alex is a licensed principal at GLP Property and Casualty, a property and casualty insurance brokerage, and an insurance agent at GLP & Associates, selling life insurance and annuities. Alex also serves on the Cranbrook Educational Community Board of Governors, is a FINRA arbitrator, the President of Birmingham Place Master Association, and an Investment Advisor/Director at Asset Allocation Strategies, LLC.

Employment History
Current Registrations
Farther
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Asset Allocation Strategies, LLC
August 2015 - February 2024 · 8 yrs 6 mos
Glp Investment Services, LLCBroker
January 2015 - February 2024 · 9 yrs 1 mo
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.
Alex Seth Paul - Financial Advisor | TrueAdvisor