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PE

Paul G. Earl

P. G. EARL INVESTMENT ADVISERS, L.L.C.
ATLANTA, GA 30326
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CRD#: 2156979
PE

Professional summary


Paul Garrett Earl is a registered financial advisor currently at P. G. EARL INVESTMENT ADVISERS, L.L.C. located in Atlanta, Georgia.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Paul has worked at 3 firms and has passed the Series 65, Series 63, Series 7 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.
EARL PROPERTIES, INC. YES 2839 BAKER RIDGE DRIVE, NW ATLANTA, GA 30318 REAL ESTATE TREASURER FAMILY BUSINESS MARCH, 1992 LESS THAN 1 HOUR/MONTH

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Paul Garrett Earl'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 13, 2003 - Present

P. G. EARL INVESTMENT ADVISERS, L.L.C.

Office #1: 3455 Peachtree Road, Ne Fifth Floor, Atlanta, GA 30326
RIA
CRD#: 125271
ATLANTA, GA
Past

November 10, 1992 - August 31, 1999

JACKSON SECURITIES LLC

BD
CRD#: 19897
ATLANTA, GA
Past

September 9, 1991 - February 10, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

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
Georgia
(5/13/2003)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/29/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PG
P. G. EARL INVESTMENT ADVISERS, L.L.C.
P. G. EARL INVESTMENT ADVISERS, L.L.C.

CRD#: 125271 / SEC#:

Georgia
Registered Investment Advisory firm - (11/5/1999 Approved)
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Contact information


Main Address
3455 Peachtree Road, Ne Fifth Floor, Atlanta, GA 30326
Mailing Address
Phone number
(404) 995-7080
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts80
AUM (Assets Under Management)$ 800,000

Red Flags


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

Company Information


P. G. EARL INVESTMENT ADVISERS, L.L.C.

CRD#: 125271Atlanta, GA 30326

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