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PL

Paul E. Love

SAXON FINANCIAL GROUP
Houston, TX 77027
Some features on this profile are disabled
CRD#: 1340699
PL

Professional summary

Paul Edward Love is a registered financial advisor currently at SAXON FINANCIAL GROUP located in Houston, Texas.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Paul has worked at 6 firms and has passed the Series 65, Series 63, Series 22TO, Series 7TO, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

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.
Love Financial Group. DBA name for advisory services provided through Saxon Interests, Inc. Address: 1177 West Loop S Ste 1300 Houston, TX. Investment related: Yes. Start Date: 02/2021.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Edward Love's CRS (Customer Relationship Summary).
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

February 22, 2021 - Present

SAXON FINANCIAL GROUP

Office #1: 1177 West Loop S Suite 1825, Houston, TX 77027
RIA
CRD#: 311687
Houston, TX
Past

January 2, 2009 - April 7, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
HOUSTON, TX
Past

June 24, 2005 - January 18, 2019

ASSET ALLOCATION SERVICES, LLC

RIA
CRD#: 135095
HOUSTON, TX
Past

April 10, 2003 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
HOUSTON, TX
Past

April 9, 2003 - April 7, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
HOUSTON, TX
Past

December 18, 2000 - April 25, 2003

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
HOUSTON, TX
Past

December 18, 2000 - April 25, 2003

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

February 15, 1985 - December 22, 2000

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SAXON FINANCIAL GROUP
ERDIL FINANCIAL GROUP | SAXON INTERESTS, INC. | SAXON FINANCIAL GROUP | LOVE FINANCIAL GROUP

CRD#: 311687 / SEC#: 801-120283

RIA
Registered Investment Advisory firm - (2/9/2021 Approved)

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
Texas
(2/22/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/14/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/5/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 3/28/2024
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/28/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/13/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 1/30/1986
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/14/1985
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/28/2024
General Securities Principal Examination

Current Firm

SF
SAXON FINANCIAL GROUP
ERDIL FINANCIAL GROUP | SAXON INTERESTS, INC. | SAXON FINANCIAL GROUP | LOVE FINANCIAL GROUP

CRD#: 311687 / SEC#: 801-120283

RIA
Registered Investment Advisory firm - (2/9/2021 Approved)
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Contact information

Main Address
1177 West Loop S Suite 1825, Houston, TX 77027
Mailing Address
Phone number
(713) 425-5340
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAXON FINANCIAL GROUP DISCLOSURE BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts1,713
AUM (Assets Under Management)$ 616,477,568

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

SAXON FINANCIAL GROUP

CRD#: 311687Houston, TX 77027

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