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Paul Teufel

10 Years of Experience
Alpharetta, GA
Broker

Paul Teufel is a registered investment advisor, based in Alpharetta, GA, with 10 years of industry experience.

Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

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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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Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2026 - Present · 3 mos
Merit Financial Advisors
February 2026 - Present · 3 mos
Previous Registrations
Commonwealth Financial Network
November 2021 - February 2026 · 4 yrs 3 mos
Commonwealth Financial NetworkBroker
November 2021 - February 2026 · 4 yrs 3 mos
Ameriprise Financial Services, LLCBroker
August 2020 - July 2021 · 11 mos
Ameriprise Financial Services, LLC
August 2020 - July 2021 · 11 mos
Morgan Stanley
September 2015 - August 2020 · 4 yrs 11 mos
Morgan StanleyBroker
August 2015 - August 2020 · 5 yrs
State Registrations5 states
DEFLMDNJPA
AdvisorBrokerBoth

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.
Paul Teufel - Financial Advisor | TrueAdvisor