Paul V. Hensler
Professional summary
Paul Vernon Hensler is a registered financial advisor currently at CORE FINANCIAL ADVISORS located in San Bernardino, California.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Paul has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Vernon Hensler's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2015 - Present
CORE FINANCIAL ADVISORS
Office #1: 301 East Vanderbilt Way Suite 230, San Bernardino, CA 92408November 18, 2013 - March 27, 2020
PURSHE KAPLAN STERLING INVESTMENTS
July 10, 2003 - November 15, 2013
GBS FINANCIAL CORP.
July 8, 1997 - November 22, 2002
MORGAN STANLEY DW INC.
June 18, 1992 - November 22, 2002
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
CORE FINANCIAL ADVISORS
CRD#: 168839 / SEC#: 801-78617
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2015)
Exams
Current Firm
CORE FINANCIAL ADVISORS
CRD#: 168839 / SEC#: 801-78617
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 506 |
| AUM (Assets Under Management) | $ 168,821,087 |
Red Flags
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