Thomas Paup is a CFP-designated registered investment advisor, based in York, PA, with 17 years of industry experience.
Location
294 Pleasant Acre Rd, Suite 201, York, PA, 17402
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is involved in several business activities, including accounting/tax preparation, serving on the Carlisle Pension Advisory Board, and owning CFG Tax Solutions, CFG Wealth, CFG Wealth & Tax, and Carlisle Financial Group. He also works as an agent for Avantax Insurance Agency LLC, selling various types of annuities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Spc
Sigma Financial CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations17 states
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