Paul W. Abele
Professional summary
Paul Woodson Abele is a registered financial advisor currently at CANTERBURY INVESTMENT ADVISORS LLC located in Mountain Brook, Alabama.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Paul has worked at 26 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Woodson Abele's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 3, 2023 - Present
CANTERBURY INVESTMENT ADVISORS LLC
Office #1: 300 Office Park Drive Suite 230, Mountain Brook, AL 35223May 2, 2023 - October 2, 2023
INVESTMENT ADVISOR GROUP
May 1, 2023 - May 1, 2023
INVESTMENT ADVISOR GROUP
October 12, 2022 - May 2, 2023
ADVISORY SERVICES NETWORK
May 24, 2018 - October 11, 2022
CANTERBURY INVESTMENT ADVISORS LLC
January 18, 2018 - May 16, 2018
INNOVATION PARTNERS LLC
December 19, 2017 - May 16, 2018
INNOVATION PARTNERS LLC
November 30, 2017 - November 30, 2017
DFPG INVESTMENTS, LLC
November 30, 2017 - November 30, 2017
DFPG INVESTMENTS, LLC
July 20, 2017 - October 25, 2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
July 20, 2017 - October 25, 2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
July 26, 2016 - July 12, 2017
SCF INVESTMENT ADVISORS, INC.
July 14, 2016 - July 12, 2017
SCF SECURITIES, INC.
November 15, 2013 - July 15, 2016
SECURITIES AMERICA ADVISORS, INC.
November 15, 2013 - July 15, 2016
ARBOR POINT ADVISORS
November 15, 2013 - July 15, 2016
SECURITIES AMERICA, INC.
November 5, 2013 - November 12, 2013
GRADIENT SECURITIES, LLC
May 21, 2013 - November 5, 2013
SIGNATURE INVESTMENTS, INC.
May 21, 2013 - October 31, 2013
SICOR SECURITIES INC
March 27, 2012 - May 21, 2013
MODERN CAPITAL ADVISORS, LLC
March 9, 2012 - May 21, 2013
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
June 3, 2010 - March 21, 2012
SECURITIES AMERICA, INC.
April 15, 2010 - May 13, 2013
ABELE FINANCIAL GROUP LLC
December 14, 2009 - July 2, 2010
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
October 6, 2009 - November 9, 2009
SILVER OAK SECURITIES, INCORPORATED
October 1, 2009 - November 9, 2009
SILVER OAK SECURITIES, INCORPORATED
August 18, 2009 - September 22, 2009
MM ASCEND LIFE INVESTOR SERVICES, LLC
August 18, 2009 - September 22, 2009
MM ASCEND LIFE INVESTOR SERVICES, LLC
March 27, 2009 - July 31, 2009
SSN ADVISORY, INC.
December 18, 2008 - July 31, 2009
SECURITIES SERVICE NETWORK, LLC
April 7, 2008 - March 27, 2009
ABELE FINANCIAL GROUP LLC
January 12, 2007 - April 7, 2008
SSN ADVISORY, INC.
September 23, 2003 - October 16, 2008
SECURITIES SERVICE NETWORK, LLC
July 22, 2003 - December 31, 2006
ABELE MCGOWEN LLC
January 15, 1999 - July 21, 2003
SECURITIES AMERICA ADVISORS, INC.
October 1, 1998 - September 23, 2003
SECURITIES AMERICA, INC.
July 30, 1996 - October 1, 1998
SECURITIES SERVICE NETWORK, LLC
November 19, 1989 - August 2, 1996
OSAIC WEALTH, INC.
June 1, 1988 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
January 23, 1985 - June 2, 1988
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/3/2023)
Exams
Current Firm
CANTERBURY INVESTMENT ADVISORS LLC
CRD#: 295652 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 11,734,101 |
Red Flags
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Company Information
CANTERBURY INVESTMENT ADVISORS LLC
CRD#: 295652Mountain Brook, AL 35223TRUST BUT VERIFY
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