PA
PA
Paul Abele
40 Years of Experience
Mountain Brook, AL
3 DisclosuresSells Insurance
Paul Abele is a registered investment advisor at Canterbury Investment Advisors LLC, based in Mountain Brook, AL, with 40 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $12M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
300 Office Park Drive, Suite 230, Mountain Brook, AL, 35223
Get directionsHistory
Regulatory History (3)
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Employment Separation After Allegations
September 2023Financial
June 2023Final
Employment Separation After Allegations
October 2017Other Business ActivitiesSells Insurance
Paul is a sole proprietor working as an insurance agent selling fixed insurance products since 1985. This activity takes about a quarter of his time.
Employment History
Current Registrations
Canterbury Investment Advisors LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Investment Advisor Group
May 2023 - October 2023 · 5 mos
Investment Advisor Group
May 2023 - May 2023 · 0 mos
Advisory Services Network
October 2022 - May 2023 · 7 mos
Canterbury Investment Advisors LLC
May 2018 - October 2022 · 4 yrs 5 mos
Innovation Partners LLC
January 2018 - May 2018 · 4 mos
Innovation Partners LLCBroker
December 2017 - May 2018 · 5 mos
Dfpg Investments, INC.
November 2017 - November 2017 · 0 mos
Dfpg Investments, INC.Broker
November 2017 - November 2017 · 0 mos
United Planners' Financial Services of America a Limited PartnerBroker
July 2017 - October 2017 · 3 mos
United Planners' Financial Services of America a Limited Partner
July 2017 - October 2017 · 3 mos
Scf Investment Advisors, INC.
July 2016 - July 2017 · 1 yr
Scf Securities, INC.Broker
July 2016 - July 2017 · 1 yr
Securities America, INC.Broker
November 2013 - July 2016 · 2 yrs 8 mos
Arbor Point Advisors
November 2013 - July 2016 · 2 yrs 8 mos
Securities America Advisors, INC.
November 2013 - July 2016 · 2 yrs 8 mos
Gradient Securities, LLCBroker
November 2013 - November 2013 · 0 mos
Signature Investments, INC.
May 2013 - November 2013 · 6 mos
Sicor Securities INCBroker
May 2013 - October 2013 · 5 mos
Liberty Partners Capital Management, LLC
March 2012 - May 2013 · 1 yr 2 mos
Liberty Partners Financial Services, LLCBroker
March 2012 - May 2013 · 1 yr 2 mos
Securities America, INC.Broker
June 2010 - March 2012 · 1 yr 9 mos
Abele Financial Group LLC
April 2010 - May 2013 · 3 yrs 1 mo
Proequities, INC.Broker
December 2009 - July 2010 · 7 mos
Silver Oak Securities, INC.
October 2009 - November 2009 · 1 mo
Silver Oak Securities, IncorporatedBroker
October 2009 - November 2009 · 1 mo
Great American Advisors, INC.Broker
August 2009 - September 2009 · 1 mo
Great American Advisors, INC.
August 2009 - September 2009 · 1 mo
Ssn Advisory, INC.
March 2009 - July 2009 · 4 mos
Securities Service Network, INC.Broker
December 2008 - July 2009 · 7 mos
Abele Financial Group LLC
April 2008 - March 2009 · 11 mos
Ssn Advisory, INC.
January 2007 - April 2008 · 1 yr 3 mos
Securities Service Network, INC.Broker
September 2003 - October 2008 · 5 yrs 1 mo
Abele Mcgowen LLC
July 2003 - December 2006 · 3 yrs 5 mos
Securities America Advisors INC
January 1999 - July 2003 · 4 yrs 6 mos
Securities America, INC.Broker
October 1998 - September 2003 · 4 yrs 11 mos
Securities Service Network, INC.Broker
July 1996 - October 1998 · 2 yrs 3 mos
Royal Alliance Associates, INC.Broker
November 1989 - August 1996 · 6 yrs 9 mos
Integrated Resources Equity CorporationBroker
June 1988 - November 1989 · 1 yr 5 mos
Howard, Weil, Labouisse, Friedrichs INC.Broker
January 1985 - June 1988 · 3 yrs 5 mos
State Registrations1 state
AL
Advisor
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Exams
No exam information available for this advisor.