Paul
Faulkner

Aon Hewitt Financial Advisors, LLC

CRD#1904004
Investment Advisor
in Charlotte, NC
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About this Advisor

Paul Faulkner is a financial advisor located in Charlotte, North Carolina. Currently a registered investment advisor at Aon Hewitt Financial Advisors, LLC, they have gathered 12 years of practice as a registered advisor. Faulkner maintains Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative. Faulkner is able to act as an advisor based out of Connecticut. During their career, the advisor has held roles at Hartford Life, Hartford Equity Sales Co., Inc, Ing Investment Advisors, LLC, Ing, Fidelity Investements, Aon Hewitt and Aon Hewitt Financial Advisors LLC. Aon Hewitt Financial Advisors, LLC is located in Charlotte, North Carolina. As a registered advisory firm, Aon Hewitt Financial Advisors, LLC oversees $24 billion in assets throughout 197,349 client accounts and employs more than 50 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 197,349 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Aon Hewitt Financial Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 65, Series 66, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

7201 Hewitt Associates Drive
Charlotte, NC 28262

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Aon Hewitt Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$26,995,269,177

NC Average: $3,625,019,099
Total Number of Employees

60

NC Average: 22
Total Number of Accounts

219,624

NC Average: 1,917
Average Account Size

$122,916

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Paul Faulkner Work History

Paul has 12 years of experience.

2012 - Present (7 years)

Aon Hewitt

2012 - Present (7 years)

Aon Hewitt Financial Advisors LLC

2011 - 2012 (1 years)

Fidelity Investements

2008 - 2011 (3 years)

Ing Investment Advisors, LLC

2008 - 2011 (3 years)

Ing

2006 - 2008 (2 years)

Hartford Life

2006 - 2008 (2 years)

Hartford Equity Sales Co., Inc

Disclosures

Paul Faulkner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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