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 and SHARIAPORTFOLIO, 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).

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

Current

March 17, 2026 - Present

SHARIAPORTFOLIO, INC.

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

RIA

CRD#: 173937

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

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".

SHARIAPORTFOLIO, INC.

CRD#: 173937 / SEC#: 801-80652

RIA

Registered Investment Advisory firm - (12/16/2014 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

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

SHARIAPORTFOLIO, INC.

CRD#: 173937 / SEC#: 801-80652

RIA

Registered Investment Advisory firm - (12/16/2014 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(321) 275-5125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/14/2025)

FORM ADV APPENDIX I DATED MARCH 2024 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	2,054
AUM (Assets Under Management)	$ 260,863,548

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

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.

SHARIAPORTFOLIO, INC.

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

RAYMOND JAMES FINANCIAL SERVICES, INC.

INVESTORS CAPITAL CORP.

TRANSAMERICA FINANCIAL ADVISORS, LLC

MARKETING ONE SECURITIES, INC.

Primary Firm SEC Registration

SHARIAPORTFOLIO, 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

SHARIAPORTFOLIO, INC.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHARIAPORTFOLIO, INC.

TRUST BUT VERIFY

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