Paul Bopp is a CFP-designated registered investment advisor, based in Greenville, SC, with 26 years of industry experience.
Location
2 W Washington St, Ste 800, Greenville, SC, 29601
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Regulatory History
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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Paul is the treasurer for the Boys & Girls Club of the Upstate and a board member for Teach for America South Carolina. These activities involve providing after-school programming and supporting education in low-income schools, taking minimal time each week.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
First Citizens Asset Management, INC
First Citizens Securities CorporationBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations38 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.