Paul H. Kurrasch
Professional summary
Paul Herbert Kurrasch is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Saint Cloud, Florida and TRUIST INVESTMENT SERVICES, INC. located in Saint Cloud, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Paul has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Herbert Kurrasch's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 12, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 4935 East Irlo Bronson Memorial, Saint Cloud, FL 34771June 6, 2014 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 4935 E Irlo Bronson Memorial Hwy, Saint Cloud, FL 34771Office #2: 4291 13th St, Saint Cloud, FL 34769June 9, 2014 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
March 3, 2011 - June 10, 2014
CUSO FINANCIAL SERVICES, L.P.
February 24, 2011 - June 10, 2014
CUSO FINANCIAL SERVICES, L.P.
December 14, 2009 - March 26, 2010
M&I FINANCIAL ADVISORS, INC
December 2, 2009 - February 18, 2011
M&I FINANCIAL ADVISORS, INC
May 2, 2009 - November 17, 2009
CHASE INVESTMENT SERVICES CORP.
May 2, 2009 - November 17, 2009
CHASE INVESTMENT SERVICES CORP.
July 13, 2006 - May 2, 2009
WAMU INVESTMENTS, INC.
January 19, 1999 - May 2, 2009
WAMU INVESTMENTS, INC.
April 1, 1998 - December 11, 1998
BANC OF AMERICA INVESTMENT SERVICES, INC.
April 11, 1997 - April 1, 1998
BARNETT INVESTMENTS, INC.
February 24, 1994 - April 17, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 14, 1994 - January 21, 1994
ADVANTAGE CAPITAL CORPORATION
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
(2/27/2024)
(6/6/2014)
(9/12/2016)
(6/6/2014)
(5/10/2021)
(12/2/2024)
(6/21/2022)
(2/6/2024)
(11/13/2023)
(8/17/2017)
(5/29/2018)
(8/20/2024)
(5/26/2022)
(9/25/2024)
(2/2/2017)
(9/20/2019)
(10/18/2019)
(7/12/2021)
(10/17/2024)
(2/5/2021)
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#: 283390Saint Cloud, FL 34771TRUST BUT VERIFY
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