PI
PI

Paul Isgar

36 Years of Experience
Orlando, FL
BrokerSells Insurance

Paul Isgar is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Orlando, FL, with 36 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

Loading...

Location

1000 Legion Pl Ste 1400, Orlando, FL, 32801

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Paul may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns commercial rental property in Orlando, Florida, dedicating minimal time to it.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
September 2003 - Present · 22 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
November 1996 - Present · 29 yrs 6 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
February 1997 - January 2002 · 4 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
March 1989 - November 1996 · 7 yrs 8 mos
Metlife Securities INC.Broker
March 1989 - November 1996 · 7 yrs 8 mos
State Registrations15 states
CAFLGAILMAMIMONCOHPASCTXUTVAWA
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.