Paula Kingsbury is a registered investment advisor, based in Dickinson, TX, with 38 years of industry experience.
Location
2424 Main Street, Dickinson, TX, 77539
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Paula sells equity indexed annuities through Avantax Insurance Agency Inc, dedicating minimal time to this activity. She also manages Kingsbury Business Services, preparing tax returns and handling other office projects, taking about a quarter of her time, and is a member of Kingsbury Business Services, LLC, focusing on taxation matters.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Chubb Securities CorporationBroker
American General Securities IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.