TP
TP
Timothy Paulin is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 27 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
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Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
Get directionsHistory
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
Touchstone Advisors INC
October 2017 - Present · 8 yrs 9 mos
Touchstone Securities, LLCBroker
February 2012 - Present · 14 yrs 5 mos
Previous Registrations
RBC Dain Rauscher INC.
November 2002 - January 2003 · 2 mos
RBC Dain Rauscher INC.Broker
March 1998 - January 2003 · 4 yrs 10 mos
Dain Rauscher IncorporatedBroker
October 1992 - March 1998 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1989 - December 1991 · 2 yrs 11 mos
State Registrations2 states
KYOH
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.