PN
CFP
PN
CFP

Paul Nouri

16 Years of Experience
Dallas, TX

Paul Nouri is a CFP-designated registered investment advisor at Noble Advisors, LLC, based in Dallas, TX, with 16 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 17 clients with $6.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$408K average
Assets Under Management
$6.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Noble Advisors reserves the right to charge a lower management fee exclusively to non-profit organizations in the future.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

325 N St. Paul Street, 2040, Dallas, TX, 75201

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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 Activities

Paul manages Noble Equity Capital Management, LLC, dedicating about half his time to this activity. He also serves on the board of VDI, a veterinary diagnostic company, spending minimal time per month and receiving no compensation.

Employment History
Current Registrations
Noble Advisors, LLC
May 2009 - Present · 17 yrs
State Registrations2 states
NJTX
Advisor

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.