Paul Shorter
Paul Shorter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charleston, SC, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
850 Morrison Drive, Suite 900, Charleston, SC, 29403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul works as a licensed bank advisor for both Pinnacle Asset Management and Pinnacle Bank/Pinnacle Financial Partners, starting in late 2023. In both roles, which take about a quarter to half of his time, he discusses banking and investment needs with clients and refers them to a Raymond James Advisor for investment products and services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
State Registrations1 state
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