Paul B. Zoch
Professional summary
Paul Bernard Zoch, CFP®, who also goes by Paul B Zoch, is a registered financial advisor currently at ASSET ADVISORY GROUP, INC. located in Kinnelon, New Jersey.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Paul has worked at 5 firms and has passed the Series 63, Series 2, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Bernard Zoch's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1981
Experience
September 13, 1995 - Present
ASSET ADVISORY GROUP, INC.
Office #1: 170 Kinnelon Road, Kinnelon, NJ 07405June 15, 1988 - January 3, 1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
June 15, 1988 - January 1, 1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
July 3, 1986 - January 8, 1992
ZOCH & ZOCH FINANCIAL GROUP, INC.
April 14, 1981 - August 14, 1986
CARDELL & ASSOCIATES, INCORPORATED
Primary Firm SEC Registration
ASSET ADVISORY GROUP, INC.
CRD#: 106618 / SEC#: 801-46343
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/23/2002)
(7/30/2024)
Exams
Series 2
Date: 9/6/1995
Non-Member General Securities ExaminationCurrent Firm
ASSET ADVISORY GROUP, INC.
CRD#: 106618 / SEC#: 801-46343
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 558 |
| AUM (Assets Under Management) | $ 407,123,722 |
Red Flags
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