PB
PB

Paul Branshaw

28 Years of Experience
New Lenox, IL
BrokerSells Insurance

Paul Branshaw is a registered investment advisor, based in New Lenox, IL, with 28 years of industry experience.

Location

100 Batson Court, Ste. 104, New Lenox, IL, 60451

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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 is a tax preparer and also involved in fixed insurance sales and services through Branshaw Financial Inc. He also works as an investment advisory representative and makes referrals for property and casualty insurance, dedicating nearly full-time hours to investment advisory.

Employment History
Current Registrations
Fortune Financial Services, INC.
September 2020 - Present · 5 yrs 8 mos
Fortune Financial Services, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Interactive Financial Advisors
February 2005 - Present · 21 yrs 3 mos
Previous Registrations
Brooklight Place Securities, INC.Broker
December 2015 - September 2020 · 4 yrs 9 mos
Fortune Financial Services, INC.Broker
January 2013 - December 2015 · 2 yrs 11 mos
Gwn Securities INC.Broker
January 2007 - December 2011 · 4 yrs 11 mos
Gwn Securities INC.
January 2007 - December 2008 · 1 yr 11 mos
Great American Advisors, INC.
March 2005 - December 2006 · 1 yr 9 mos
Great American Advisors, INC.Broker
February 2005 - December 2006 · 1 yr 10 mos
Pmg Asset Management INC
January 2005 - March 2005 · 2 mos
Pmg Securities Corporation
October 2002 - December 2004 · 2 yrs 2 mos
Pmg Asset Management INC
August 2001 - October 2002 · 1 yr 2 mos
Pmg Securities CorporationBroker
July 2001 - February 2005 · 3 yrs 7 mos
Long Grove Trading CO.Broker
January 1999 - July 2001 · 2 yrs 6 mos
Iac Securities, INC.Broker
April 1997 - December 1998 · 1 yr 8 mos
State Registrations6 states
CAFLILINMATX
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 Branshaw - Financial Advisor | TrueAdvisor