Paul Grambsch
Paul Grambsch is a registered investment advisor at Raymond James & Associates, INC., based in Bethesda, MD, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7501 Wisconsin Ave., Suite 740W, Bethesda, MD, 20814
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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.
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Paul is an International Exchange Coordinator for the EF Foundation for Foreign Study, finding host families and coordinating student placements. He dedicates minimal time to this activity, and the compensation is for reimbursement of expenses.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations14 states
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