Paul E. Nixon

QUILLPEN ADVISORS

Bee Cave, TX

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CRD#: 7278300

Professional summary

Paul Edwin Nixon, who also goes by Paul E. Nixon, Paul Nixon, is a registered financial advisor currently at QUILLPEN ADVISORS, LLC located in Bee Cave, Texas.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Paul has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul E. Nixon | Paul Nixon

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.

Nixon Technology Consulting - Semiconductor company and technical product analysis for consulting companies. 2 hours a month on average. This activity is expected to end by end of 2021 when sole focus will be financial planning and investment advising.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Edwin Nixon'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

August 25, 2020 - Present

QUILLPEN ADVISORS, LLC

RIA

CRD#: 308896

Bee Cave, TX

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

Ohio
(1/8/2025)

IAR

Texas
(8/25/2020)

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: 6/1/2020

Uniform Investment Adviser Law Examination

Current Firm

QUILLPEN ADVISORS, LLC

CRD#: 308896 / SEC#:

Ohio

Registered Investment Advisory firm - (5/8/2024 Approved)

Texas

Registered Investment Advisory firm - (8/25/2020 Approved)

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Contact information

Main Address

Bee Cave, TX

Mailing Address

12400 W Highway 71 Ste 350-145, Bee Cave, TX 78738

Phone number

(512) 658-0104

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 12,816,127

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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Paul E. Nixon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Edwin Nixon's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUILLPEN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2020

Current Firm

QUILLPEN ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUILLPEN ADVISORS, LLC

TRUST BUT VERIFY

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