Paul Alwine is a ChFC-designated registered investment advisor at Edward Jones, based in Southlake, TX, with 27 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
556 Silicon Dr, Ste 102, Southlake, TX, 76092
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Regulatory History (1)
Customer Dispute
October 2022Other Business Activities
Paul owns a rental condo in Boston since July 2024. He spends minimal time on this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Ngam Advisors, L.P.
Ngam Distribution, L.P.Broker
Profunds Distributors, INC.Broker
Pacific Select Distributors, INC.Broker
Evergreen Investment Services, INC.Broker
Goldk Investment Services, INCBroker
Pioneer Funds Distributor, INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations14 states
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
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