Allan M. Paull

VIRJI INVESTMENTS

Lake Mary, FL 32746

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CRD#: 2231528

Professional summary

Allan Michael Paull is a registered financial advisor currently at VIRJI INVESTMENTS, INC. located in Lake Mary, Florida.

Allan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Allan has worked at 6 firms and has passed the Series 66, 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 Allan Michael Paull'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

December 6, 2011 - Present

VIRJI INVESTMENTS, INC.

Office #1: 1331 S. International Pkwy Suite 2291, Lake Mary, FL 32746

RIA

CRD#: 137001

Lake Mary, FL

Past

January 2, 2015 - December 31, 2025

SHARIAPORTFOLIO, INC.

RIA

CRD#: 173937

LAKE MARY, FL

Past

July 14, 2008 - October 31, 2011

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

WESLEY CHAPEL, FL

Past

January 8, 2003 - October 31, 2011

INVESTORS CAPITAL CORP.

CRD#: 30613

WESLEY CHAPEL, FL

Past

January 2, 2002 - December 31, 2002

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

January 5, 1996 - December 31, 2001

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

July 22, 1994 - December 1, 1995

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

August 5, 1992 - July 21, 1994

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

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

Florida
(12/6/2011)

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 66

Date: 7/12/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/5/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/3/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VIRJI INVESTMENTS, INC.

SHARIA PORTFOLIO | VIRJI INVESTMENTS, INC.

CRD#: 137001 / SEC#:

California

Registered Investment Advisory firm - (7/7/2010 Approved)

Florida

Registered Investment Advisory firm - (7/31/2003 Approved)

Illinois

Registered Investment Advisory firm - (4/7/2011 Approved)

Indiana

Registered Investment Advisory firm - (7/28/2009 Approved)

New Jersey

Registered Investment Advisory firm - (11/25/2014 Approved)

Texas

Registered Investment Advisory firm - (12/7/2011 Approved)

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Contact information

Main Address

1331 S. International Pkwy Suite 2291, Lake Mary, FL 32746

Mailing Address

Po Box 950489, Lake Mary, FL 32795-0489

Phone number

(321) 275-5050

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 31,441,426

Red Flags

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

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Allan M. Paull

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allan Michael Paull's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRJI INVESTMENTS, INC.

SHARIAPORTFOLIO, INC.

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

RAYMOND JAMES FINANCIAL SERVICES, INC.

INVESTORS CAPITAL CORP.

TRANSAMERICA FINANCIAL ADVISORS, LLC

MARKETING ONE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/12/2008

Series 7

Date: 3/5/2001

Series 6

Date: 8/3/1992

Current Firm

VIRJI INVESTMENTS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VIRJI INVESTMENTS, INC.

TRUST BUT VERIFY

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