Paul E. Fair

PAUL FAIR ASSOCIATES

Birdsboro, PA 19508

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CRD#: 2030283

Professional summary

Paul Edward Fair is a registered financial advisor currently at PAUL FAIR ASSOCIATES, LLC located in Birdsboro, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Paul has worked at 11 firms and has passed the Series 65, Series 63, Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Edward Fair'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

May 10, 2006 - Present

PAUL FAIR ASSOCIATES, LLC

Office #1: 334 Washington Street, Birdsboro, PA 19508

RIA

CRD#: 138982

Birdsboro, PA

Past

April 3, 2006 - March 2, 2009

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

WYOMISSING, PA

Past

December 2, 2005 - December 31, 2005

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

WYOMISSING, PA

Past

November 30, 2005 - April 3, 2006

FSC SECURITIES CORPORATION

CRD#: 7461

WYOMISSING, PA

Past

November 6, 2002 - April 1, 2005

PAN-AMERICAN INVESTMENT ADVISERS, INC.

RIA

CRD#: 111107

WYOMISSING, PA

Past

December 16, 2001 - November 30, 2005

PAN-AMERICAN FINANCIAL ADVISERS

CRD#: 15578

NEW ORLEANS, LA

Past

March 16, 1999 - December 16, 2001

AMERICAN CAPITAL CORPORATION

CRD#: 16124

VALLEY FORGE, PA

Past

May 22, 1996 - March 9, 1999

WORKMAN SECURITIES CORPORATION

CRD#: 31898

EDEN PRAIRIE, MN

Past

October 30, 1990 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

October 30, 1990 - May 14, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

May 25, 1990 - October 18, 1990

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

May 25, 1990 - October 18, 1990

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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

Pennsylvania
(5/10/2006)

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: 12/9/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/15/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/21/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/24/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PAUL FAIR ASSOCIATES, LLC

MATURE PLANNING | PAUL FAIR ASSOCIATES, LLC

CRD#: 138982 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/10/2006 Approved)

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Contact information

Main Address

Birdsboro, PA

Mailing Address

Phone number

(610) 478-9500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 3,502,100

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.

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Advisor Monitoring

Firm Stability Insights

Paul E. Fair

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PAUL FAIR ASSOCIATES, LLC

SECURITIES SERVICE NETWORK, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

PAN-AMERICAN INVESTMENT ADVISERS, INC.

PAN-AMERICAN FINANCIAL ADVISERS

AMERICAN CAPITAL CORPORATION

WORKMAN SECURITIES CORPORATION

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/1996

Series 63

Date: 6/15/1990

Series 7

Date: 8/21/1996

Series 6

Date: 5/24/1990

Current Firm

PAUL FAIR ASSOCIATES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PAUL FAIR ASSOCIATES, LLC

TRUST BUT VERIFY

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