MP
MP

Martin Eugene Paul

50 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

South Easton, MA

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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

Martin is a real estate broker since 1979 and has been involved with insurance and annuities since 1974, dedicating about half his time to it. He also owns Martin Paul and Associates, a financial services business, and is an investment advisor representative for Bright Futures Wealth Management, LLC, spending a significant amount of time on investment advising.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2025 - Present · 3 mos
Bright Futures Wealth Management, LLC
February 2017 - Present · 9 yrs
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - November 2025 · 1 yr 8 mos
Cetera Advisors LLCBroker
January 2004 - November 2025 · 21 yrs 10 mos
Cetera Advisors LLC
January 2004 - March 2024 · 20 yrs 2 mos
Vestax Securities Corporation
January 2002 - January 2004 · 2 yrs
Vestax Securities CorporationBroker
December 1999 - January 2004 · 4 yrs 1 mo
Sii Investments, INC.Broker
May 1997 - December 1999 · 2 yrs 7 mos
Banner Financial Services GroupBroker
March 1994 - September 1994 · 6 mos
Mariner Financial Services, INC.Broker
January 1994 - May 1997 · 3 yrs 4 mos
Polaris Financial Services, INC.Broker
May 1990 - December 1993 · 3 yrs 7 mos
Commonwealth Equity Services, INC.Broker
February 1986 - July 1989 · 3 yrs 5 mos
Cardell & Associates, IncorporatedBroker
September 1984 - February 1986 · 1 yr 5 mos
John Hancock Mutual Life Insurance CompanyBroker
July 1974 - September 1984 · 10 yrs 2 mos
John Hancock Distributors, INC.Broker
July 1974 - September 1984 · 10 yrs 2 mos
State Registrations9 states
ALAZFLMANHNJNYRIVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Martin Eugene Paul - Financial Advisor | TrueAdvisor