Paul L. Karstetter

S & K INVESTMENT SERVICES

Centreville, VA 20120

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CRD#: 1241845

Professional summary

Paul Linwood Karstetter is a registered financial advisor currently at S & K INVESTMENT SERVICES, LLC located in Centreville, Virginia.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Paul has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. STITELY & KARSTETTER, CPAS 14016-D SULLYFIELD CIRCLE CHANTILLY, VA 20151 2. FULL-SERVICE CPA FIRM 3. EMPLOYEE 4. CORPORATE AND PERSONAL TAXES, ACCOUNTING COMPUTER CONSULTING, FINANCIAL STATEMENT PREPARATION. 5. 95% 6. YES 7. N/A

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Linwood Karstetter's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 27, 2006 - Present

S & K INVESTMENT SERVICES, LLC

Office #1: 5420 Sequoia Farms Drive, Centreville, VA 20120

RIA

CRD#: 139350

Centreville, VA

Past

December 5, 2003 - February 6, 2006

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

CHANTILLY, VA

Past

September 15, 2001 - February 6, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

March 22, 2001 - September 15, 2001

HOWARD WEIL INCORPORATED

CRD#: 30958

NEW ORLEANS, LA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(3/27/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/2/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/24/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/28/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

S & K INVESTMENT SERVICES, LLC

CRD#: 139350 / SEC#: 801-66178

RIA

Registered Investment Advisory firm - (3/19/2007 Terminated)

Virginia

Registered Investment Advisory firm - (12/20/2006 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5420 Sequoia Farms Drive, Centreville, VA 20120

Mailing Address

Phone number

(571) 229-8136

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul L. Karstetter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Linwood Karstetter's CRS (Customer Relationship Summary).

Certified licenses

Experience

S & K INVESTMENT SERVICES, LLC

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

HOWARD WEIL INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2003

Series 63

Date: 1/24/2001

Series 6

Date: 12/28/2000

Current Firm

S & K INVESTMENT SERVICES, LLC

Contact information

Documents

Red Flags

Company Information

S & K INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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