Frederick Oliver Paulsell Jr
Professional Summary
Frederick Oliver Paulsell JR, who also goes by Federick Oliver Paulsell Jr, Frederick O Paulsell Jr, was a registered financial advisor. Frederick was a previously registered financial professional and started their career in finance 1963 - 2002. Frederick had worked at 6 firms and has passed the Series 63, Series 1 and Series 00 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Federick Oliver Paulsell Jr, Frederick O Paulsell Jr
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
63 years in the financial services industry
Current & Past Employments
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Current Firm
BUERK CRAIG VICTOR PCG CEASED 5-1-04 | CRAIG & ASSOCIATES, INC. | CRAIG & ASSOCIATES | BUERK CRAIG VICTOR PRIVATE CAPITAL GROUP
Contact Information
Established
Washington since 01/01/1984Firm Type
CorporationFiscal Year End
SeptemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRAIG, GARY LYNN | PRESIDENT CRAIG & ASSOCIATES, GENERAL MEMBER BUERK CRAIG VICTOR LLC, CHIEF COMPLIANCE OFFICER, AML CONTACT | 874487 |
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Feb 1963Series 00 — General Securities Principal Examination
Passed Jul 1973Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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