Paul Taber is a CFP, PFS-designated registered investment advisor, based in Jarrettsville, MD, with 23 years of industry experience.
Location
Jarrettsville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Paul provides tax consulting and preparation services as the owner of Taber Financial Services, dedicating about a quarter of his time. He is also an independent insurance agent for various companies, spending a few hours per week on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
State Registrations5 states
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