PO
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Paul Offill
13 Years of Experience
Brunswick, OH
2 Disclosures
Paul Offill is a registered investment advisor at Princeton Center Planning and Investments, LLC, based in Brunswick, OH, with 13 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 323 clients with $31M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$30.9M
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
4178 Center Road, Brunswick, OH, 44212
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
March 2016Judgment / Lien
January 2010Employment History
Current Registrations
Princeton Center Planning and Investments, LLC
December 2012 - Present · 13 yrs 5 mos
State Registrations1 state
OH
Advisor
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.