Paul Orihel is a registered investment advisor at Insight Advisors, LLC, based in Newtown, PA, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 899 clients with $790M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
IM Fee
Planning only
Assets Under Management
$785.6M
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Location
10 N. Main Street, Newtown, PA, 18940
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Regulatory History (3)
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Customer Dispute
June 2014Denied
Judgment / Lien
April 2009Judgment / Lien
November 2007Other Business Activities
Paul evaluates disability and creditable compensation requests for the New Jersey Teachers Pension and Annuity Fund. This activity aims to protect the long-term viability of the pension fund.
Employment History
Current Registrations
Insight Advisors, LLC
June 2016 - Present · 9 yrs 10 mos
Previous Registrations
Morgan Stanley
May 2010 - June 2016 · 6 yrs 1 mo
Morgan StanleyBroker
May 2010 - June 2016 · 6 yrs 1 mo
Invest Financial Corporation
August 2009 - April 2010 · 8 mos
Invest Financial CorporationBroker
August 2009 - April 2010 · 8 mos
Ameriprise Financial Services, INC.
July 2002 - August 2009 · 7 yrs 1 mo
Ameriprise Financial Services, INC.Broker
May 1997 - August 2009 · 12 yrs 3 mos
Ids Life Insurance CompanyBroker
May 1997 - July 2006 · 9 yrs 2 mos
State Registrations1 state
PA
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.