Paul Caylor is a CFP-designated registered investment advisor, based in Huntsville, AL, with 28 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Huntsville, AL
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Regulatory History (1)
Customer Dispute
September 2008Other Business Activities
Paul works as an investment advisor representative (IAR) with Kestra Advisory Services LLC, dedicating nearly all of his time to financial planning, investment advisory services, and wealth management. He also owns Prudent Wealth, LLC (an operating entity), is a member of Caylor and Associates, LLC, and works as a financial advisor for Prudent Wealth, focusing on financial planning and wealth management.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Banc One Securities CorporationBroker
State Registrations5 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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