David
Paul
Stirlingshire Investments
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About this Advisor
David Paul is a financial advisor based in Wooster, Ohio, working with Stirlingshire Investments. David has previously held positions at Suncoast Credit Union, Cuna Brokerage Services, Inc, Nebula Integrated Systems, Inc, Dap Consulting LLC, U.S. Bancorp Investments, Inc, Fusion Financial, Inc, Stirlingshire Investments, and Golden Reserve Ria, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, David is part of Stirlingshire Investments, which operates out of Wooster, Ohio. The firm has 11 employees and manages assets totaling $37.0 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Stirlingshire Investments includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Stirlingshire Investments Brokerage Details
$36,957,914
11
97
$381,009
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Paul Work History
Stirlingshire Investments
Fusion Financial, Inc
Golden Reserve Ria, LLC
U.S. Bancorp Investments, Inc
Suncoast Credit Union
Cuna Brokerage Services, Inc
Nebula Integrated Systems, Inc
Dap Consulting LLC
Disclosures
Please visit the SEC profile of David Paul to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stirlingshire Investments
New York, NY
New York, NY
New York, NY
The Woodlands, TX
Wooster, OH
New York, NY
New York, NY
New York, NY
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