PS
PS
Paul Shelton
8 Years of Experience
Orlando, FL
May Earn Commission
Paul Shelton is a registered investment advisor at Warwick Shore Advisors, LLC, based in Orlando, FL, with 8 years of industry experience. Their firm serves 42 clients with $5.2M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$5.2M
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Location
1507 Lake Baldwin Lane, Suite B, Orlando, FL, 32814
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Warwick Shore Advisors, LLC
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Water Oak Advisors, LLC
October 2017 - May 2018 · 7 mos
State Registrations1 state
FL
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.