PA
PA

Paul Aquila

30 Years of Experience
North Haven, CT
Broker

Paul Aquila is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in North Haven, CT, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

12 Washington Avenue, North Haven, CT, 06473

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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 Activities

Paul owns LongView Investments LLC, a support company, and Shoreview Wealth Management. He dedicates full-time hours to Shoreview Wealth Management as its owner.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.
March 1999 - Present · 27 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
June 1999 - January 2009 · 9 yrs 7 mos
Liberty Securities CorporationBroker
October 1996 - March 1999 · 2 yrs 5 mos
Robert Thomas Securities, INCBroker
July 1995 - October 1996 · 1 yr 3 mos
State Registrations36 states
ALAZCACOCTDCDEFLGAIAILINKYLAMAMDMEMIMNNCNENHNJNVNYOHORPARISCTNTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Paul Aquila - Financial Advisor | TrueAdvisor