PV
ChFC
PV
ChFC

Paul Viren

31 Years of Experience
Alpharetta, GA
BrokerSells Insurance

Paul Viren is a ChFC-designated registered investment advisor, based in Alpharetta, GA, with 31 years of industry experience.

Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

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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.

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Other Business ActivitiesSells Insurance

Paul works full-time as a wealth manager for Merit Financial Group. He also dedicates minimal time to providing fixed insurance advice and is an artist making pens and beads. Paul is also a registered representative for Viren and Associates, spending about half his time there.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Mariner Independent Advisor Network, LLC
July 2016 - March 2024 · 7 yrs 8 mos
LPL Financial LLC
June 2012 - August 2024 · 12 yrs 2 mos
LPL Financial LLCBroker
September 2009 - August 2024 · 14 yrs 11 mos
LPL Financial Corporation
September 2009 - December 2009 · 3 mos
Associated Planners Investment Advisory INC
December 2008 - September 2009 · 9 mos
Associated Securities CORP.Broker
December 2008 - September 2009 · 9 mos
Associated Securities CORP.
December 2008 - September 2009 · 9 mos
Strategic Wealth Advisors Group
July 2007 - July 2016 · 9 yrs
Ffr Advisory
May 2004 - December 2010 · 6 yrs 7 mos
Fsc Securities CorporationBroker
January 2003 - December 2008 · 5 yrs 11 mos
Princor Financial Services Corporation
February 2000 - January 2003 · 2 yrs 11 mos
Princor Financial Services CorporationBroker
August 1994 - January 2003 · 8 yrs 5 mos
State Registrations17 states
AKAZCACOFLGAIDKSMNMTNCNMNYORTXVAWA
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.
Paul Viren - Financial Advisor | TrueAdvisor