Paul Arbo is a ChFC-designated registered investment advisor, based in Great Falls, VA, with 45 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Great Falls, VA
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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
Paul is an independent insurance agent for various independent insurance companies and president of Financial Brokerage Services, spending about 10-20% of his time on this. He is also an advisory representative of a RIA, CIRA, dedicating another 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Four Points Capital Partners LLCBroker
Mha Financial CORP
Mha Financial CORP
Mha Financial CORPBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations9 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.
Exams
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