Paul T. Beavin

DECISION TREE INVESTMENT ADVISORS LLC

Longwood, FL 32750

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CRD#: 4493059

Professional summary

Paul Theodore Beavin is a registered financial advisor currently at DECISION TREE INVESTMENT ADVISORS LLC located in Longwood, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Paul has worked at 9 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I work with Decision Tree Financial PLLC, a planning firm and insurance broker. Also work at Decision Tree Tax Advisors, LLC. Payments come from fees to prepare and file tax returns, some commissions for life insurance as well.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Theodore Beavin'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

September 27, 2021 - Present

DECISION TREE INVESTMENT ADVISORS LLC

Office #1: 1207 Landry Circle, Longwood, FL 32750

RIA

CRD#: 314366

Longwood, FL

Past

May 8, 2019 - December 26, 2019

CETERA ADVISORS LLC

CRD#: 10299

MAITLAND, FL

Past

March 25, 2017 - June 13, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

ORLANDO, FL

Past

November 9, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ORLANDO, FL

Past

June 18, 2012 - September 6, 2016

ORION TRADING, LLC

CRD#: 43932

Winter Park, FL

Past

April 18, 2011 - May 30, 2012

CETERA ADVISORS LLC

RIA

CRD#: 10299

ORLANDO, FL

Past

April 11, 2011 - May 30, 2012

CETERA ADVISORS LLC

CRD#: 10299

ORLANDO, FL

Past

August 18, 2008 - January 28, 2010

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

ORLANDO, FL

Past

August 13, 2008 - January 28, 2010

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

ORLANDO, FL

Past

January 7, 2004 - November 12, 2007

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ORLANDO, FL

Past

January 27, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

ORLANDO, FL

Past

January 27, 2003 - November 12, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ORLANDO, FL

Past

September 3, 2002 - December 20, 2002

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

February 1, 2002 - June 18, 2002

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

ORLANDO, FL

Past

February 1, 2002 - June 18, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/27/2021)

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

State Security Law Exam

IAR

Series 65

Date: 9/17/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/9/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/31/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/16/2011

General Securities Principal Examination

Current Firm

DECISION TREE INVESTMENT ADVISORS LLC

CRD#: 314366 / SEC#:

Florida

Registered Investment Advisory firm - (8/27/2021 Approved)

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Contact information

Main Address

Longwood, FL

Mailing Address

Phone number

(844) 433-2474

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Advisor Monitoring

Firm Stability Insights

Paul T. Beavin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Theodore Beavin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

ORION TRADING, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

MONY SECURITIES CORPORATION

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2021

Series 66

Date: 5/9/2002

SIE

Date: 6/13/2017

Series 7

Date: 1/31/2002

Series 24

Date: 4/16/2011

Current Firm

DECISION TREE INVESTMENT ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

DECISION TREE INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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