David Andrew Paul Jr.
Professional Summary
David Andrew Paul Jr., who also goes by David Andrew Paul Jr, David Andrew Paul, Drew Paul, is a registered financial advisor currently at FUSION PLANNING LLC located in Wooster, Ohio. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 11 firms and has passed the Series 66, Series 6TO, Series 52TO, SIE, Series 7, Series 6, Series 4, Series 53 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Andrew Paul Jr, David Andrew Paul, Drew Paul
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
31 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FUSION PLANNING LLC
Contact Information
Main Address
Wooster, OHPhone Number
(330) 347-5430# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
37AUM (Assets Under Management)
$2,793,298Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/13/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2024About the Series 6TO examSeries 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1995About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Andrew Paul Jr.'s CRS (Customer Relationship Summary).
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