Joseph Paul is a registered investment advisor at Trident Advisors INC, based in Doylestown, PA, with 45 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 225 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable.
Fee Estimator
Location
76 East State St., Doylestown, PA, 18901
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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
Joseph is the president of Trident Advisors Inc. since 1999, where he consults with clients on outside investments, including real estate, on a full-time basis. He also engages in occasional insurance sales.
Employment History
Current Registrations
Trident Advisors INC
Cresap, INC.
Cresap, INC.Broker
Previous Registrations
Chapin, DavisBroker
Chapin Davis Asset Management
Trident Advisors INC
Cresap, INC.Broker
Rutherford, Brown & Catherwood, INC.Broker
Prudential Securities IncorporatedBroker
American Express Financial Advisors INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
Ids Marketing CorporationBroker
State Registrations15 states
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.