AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DP

Debra K. Paul

Some features on this profile are disabled
CRD#: 1523145
DP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Debra Kay Paul was a registered financial professional .

Debra is a previously registered financial professional and started their career in finance in 1986. Debra had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
3101 ALPINE VIEW DR POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2013 ADDRESS: , Mt. Vernon WA , United States DESCRIPTION: Owner

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 2, 2003 - November 14, 2005

SLGG FINANCIAL AND INSURANCE SERVICES, LLC

RIA
CRD#: 117736
NEWPORT BEACH, CA
Past

November 27, 2002 - December 8, 2022

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
NEWPORT BEACH, CA
Past

November 20, 2002 - November 14, 2005

SLGG FINANCIAL AND INSURANCE SERVICES, LLC

BD
CRD#: 117736
NEWPORT BEACH, CA
Past

May 25, 1988 - December 8, 2022

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
NEWPORT BEACH, CA
Past

August 18, 1986 - May 23, 1988

CONSOLIDATED RESOURCES, INC.

BD
CRD#: 13747

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SLGG FINANCIAL AND INSURANCE SERVICES, LLC
SLGG FINANCIAL AND INSURANCE SERVICES, LLC

CRD#: 117736 / SEC#: , 8-53606

BD
Terminated by SEC on 01/13/2006
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 04/03/2001
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SINGER LEWAK GREENBAUM & GOLDSTEIN, LLPOWNER
SECURIAN FINANCIAL SERVICES, INC.OWNER15296
GOLDSTEIN, HARVEY ARTHURDIRECTOR4475175
KRAJANOWSKI, DAVID WILLIAMDIRECTOR4072816
PETERSON, JAMES CRAIGSECRETARY/DIRECTOR2296613
SCHLENER, ROBERT JOHNTREASURER/DIRECTOR3165205
THOMAS, PAUL STANISLAUS JRPRESIDENT/CCO/DIRECTOR1023826
WILSON, KINDRA ANNVICE PRESIDENT COMPLIANCE3261807

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


SLGG FINANCIAL AND INSURANCE SERVICES, LLC

CRD#: 117736

TRUST BUT VERIFY

Monitor Debra Paul

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information


xxxxx@xxxx.xxx

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics