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Paula L. Poole

COREBRIDGE CAPITAL SERVICES
Woodland Hills, CA 91367
Some features on this profile are disabled
CRD#: 4302497
PP

Professional summary

Paula L Poole, who also goes by Paula Lynne Gaskill, Paula Lynne Poole, Paula L Scotto, Paula Lynne Scotto, is a registered financial professional currently at COREBRIDGE CAPITAL SERVICES, INC. located in Woodland Hills, California.

Paula is registered as a RR (Registered Representative) and started their career in finance in 2004. Paula has worked at 10 firms and has passed the Series 63, Series 66, Series 99TO, SIE, Series 7 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Paula Lynne Gaskill | Paula Lynne Poole | Paula L Scotto | Paula Lynne Scotto

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Paula L Poole's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 19, 2025 - Present

COREBRIDGE CAPITAL SERVICES, INC.

Office #1: 21650 Oxnard Avenue Suite 750, Woodland Hills, CA 91367
BD
CRD#: 13158
Woodland Hills, CA
Past

May 23, 2011 - February 6, 2023

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
MEMPHIS, TN
Past

September 25, 2009 - July 6, 2010

EDWARD JONES

BD
CRD#: 250
WESTLAKE VILLAGE, CA
Past

February 9, 2009 - August 18, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
VALENCIA, CA
Past

February 6, 2009 - August 18, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
VALENCIA, CA
Past

August 21, 2008 - September 29, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ENCINO, CA
Past

August 20, 2008 - September 29, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ENCINO, CA
Past

May 20, 2008 - June 18, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
PALM HARBOR, FL
Past

April 18, 2008 - June 18, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
PALM HARBOR, FL
Past

January 1, 2008 - April 23, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CLEARWATER, FL
Past

January 1, 2008 - April 23, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CLEARWATER, FL
Past

August 18, 2006 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
CLEARWATER, FL
Past

May 23, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
CLEARWATER, FL
Past

March 29, 2006 - May 19, 2006

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
NEW PORT RICHEY, FL
Past

October 6, 2004 - January 19, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/16/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/13/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/16/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/17/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/11/2014
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
COREBRIDGE CAPITAL SERVICES, INC.
AIG CAPITAL SERVICES, INC. | SUNAMERICA CAPITAL SERVICES, INC. | INTEGRATED RESOURCES CAPITAL SERVICES, INC. | INTEGRATED CAPITAL SERVICES, INC. | COREBRIDGE CAPITAL SERVICES, INC. | AIG SUNAMERICA CAPITAL SERVICES, INC.

CRD#: 13158 / SEC#: , 8-28733

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
30 Hudson Street 16th Floor, Jersey City, NJ 07302
Mailing Address
30 Hudson Street 16th Floor, Jersey City, NJ 07302
Phone number
(201) 324-6300
Established
Delaware since 11/05/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
SUNAMERICA ASSET MANAGEMENT, LLC.SHAREHOLDER
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER1863103
FORTEY, MICHAELCHIEF COMPLIANCE OFFICER2304969
NASTA, CHRISTINA MARIEPRESIDENT2736888

Disclosures

Regulatory Event1

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

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158Woodland Hills, CA 91367

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