Paul Moy is a CFP-designated registered investment advisor, based in Ann Arbor, MI, with 48 years of industry experience.
Location
300 Parkland Plaza, Ann Arbor, MI, 48103
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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 independently licensed insurance agent appointed with various insurance companies. He also serves as a trustee for his own trust, offers notary services, and operates Touch Financial Group, dedicating full-time hours to it.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
David A. Noyes & Company
David A. Noyes & CompanyBroker
Howe Barnes Investments, INC.Broker
First Union Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
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.