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Paul J Gilhool

CRD# 4709237·Registered 2003 - 2026
Previously Registered: Being a previously registered professional could mean that Paul is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Paul J Gilhool, who also goes by Paul James Gilhool, was a registered financial advisor. Paul was a previously registered financial professional and started their career in finance 2003 - 2026. Paul had worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Paul James Gilhool

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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.

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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Years of Experience

23 years in the financial services industry

Current & Past Employments

CCO CAPITAL, LLC·CRD# 31147
BD
Phoenix, AZ
October 27, 2014 - August 17, 2026
THE LEADERS GROUP, INC.·CRD# 37157
BD
Summit, NJ
January 16, 2014 - October 28, 2014
SECURITIES AMERICA, INC.·CRD# 10205
BD
Suwanee, GA
April 12, 2013 - January 24, 2014
SUN LIFE FINANCIAL DISTRIBUTORS, INC.·CRD# 5496
BD
Wellesley Hills, MA
October 12, 2009 - December 31, 2011
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Radnor, PA
November 1, 2004 - October 2, 2009
JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249
BD
Boston, MA
September 24, 2003 - September 7, 2004

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Current Firm

CC
CCO CAPITAL, LLC

CCO CAPITAL, LLC | COLE CAPITAL CORPORATION

CRD#: 31147 / SEC#: 8-45375
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016

Mailing Address

2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016

Phone Number

(602) 778-6312

Established

Delaware since 02/01/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CCO CAPITAL HOLDINGS, LLCOWNER—
BAJNON, MOSHECO-PRESIDENT4124712
BECERRIL, CRYSTAL LFINOP7037197
BECERRIL, CRYSTAL LPRINCIPAL FINANCIAL OFFICER7037197
BECERRIL, CRYSTAL LPRINCIPAL OPERATIONS OFFICER7037197
DEMBO, JORDANSECRETARY7408267
FISHER, ROBERT JASONCO-PRESIDENT5083144
SOMERS, AARON GEORGEDEPUTY CHIEF COMPLIANCE OFFICER3145910
TERRY, JOSEPH DEANCHIEF COMPLIANCE OFFICER4612910

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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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2003About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2003About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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