Paul J. Vahle
Professional summary
Paul Joseph Vahle, who also goes by Paul J Vahle, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Moody, Alabama and TRUIST INVESTMENT SERVICES, INC. located in Montgomery, Alabama.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Paul has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Joseph Vahle's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2821 Moody Parkway Fl 1, Moody, AL 35004February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 445 Dexter Ave Ste 1050, Montgomery, AL 36104Office #2: 1325 Decatur Hwy, Gardendale, AL 35071Office #4: 1900 29th Ave S, Homewood, AL 35209Office #5: 1602 Forestdale Plz, Forestdale, AL 35214Office #6: 2821 Moody Pkwy, Moody, AL 35004Office #7: 1034 Montgomery Hwy, Vestavia, AL 35216Office #8: 1500 Montclair Rd, Irondale, AL 35210Office #9: 501 2nd Ave N, Clanton, AL 35045Office #10: 24634 Us Highway 31 N, Jemison, AL 35085Office #11: 7010 Atlanta Hwy, Montgomery, AL 36117Office #12: 2914 Carter Hill Rd, Montgomery, AL 36106Office #13: 704 E Main St, Prattville, AL 36067Office #14: 7990 Vaughn Rd, Montgomery, AL 36116Office #15: 120 Greenville Byp, Greenville, AL 36037January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
September 12, 2011 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
September 7, 2011 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
August 4, 2011 - August 31, 2011
KEY INVESTMENT SERVICES LLC
September 13, 2010 - August 1, 2011
BB&T INVESTMENT SERVICES, INC.
August 19, 2005 - August 17, 2010
NBC SECURITIES, INC.
August 19, 2005 - August 17, 2010
NBC SECURITIES, INC.
May 7, 2004 - December 13, 2004
SOUTHTRUST SECURITIES, LLC
August 3, 1998 - April 20, 2000
IFMG SECURITIES, INC.
January 20, 1996 - August 3, 1998
INDEPENDENT FINANCIAL SECURITIES, INC.
October 9, 1995 - April 14, 2005
SOUTHTRUST SECURITIES, LLC
December 7, 1993 - August 2, 1995
AMSOUTH INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/17/2021)
(2/17/2021)
(2/17/2021)
(8/27/2024)
(3/22/2023)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(9/16/2021)
(7/12/2021)
(5/7/2025)
(2/17/2021)
(2/15/2022)
(3/27/2023)
(2/15/2022)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(2/14/2022)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Moody, AL 35004TRUST BUT VERIFY
Monitor Paul Vahle
Get automatic monthly alerts on:
