Paul R. Rosell

ADVANCED INVESTMENTS

Castle Rock, CO 80109

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CRD#: 7449818

Professional summary

Paul Reed Rosell is a registered financial advisor currently at ADVANCED INVESTMENTS located in Castle Rock, Colorado.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paul has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Reed Rosell'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

October 7, 2021 - Present

ADVANCED INVESTMENTS

Office #1: 3740 Dacoro Lane, Castle Rock, CO 80109

RIA

CRD#: 112924

Castle Rock, CO

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

Colorado
(10/7/2021)

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Exams

State Security Law Exam

IAR

Series 65

Date: 9/25/2021

Uniform Investment Adviser Law Examination

Current Firm

ADVANCED INVESTMENTS

ADVANCED INVESTMENTS | BOYD DON LENNBERG, CFP | ADVANCED INVESTMENTS, INC.

CRD#: 112924 / SEC#:

Colorado

Registered Investment Advisory firm - (3/18/1999 Approved)

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Contact information

Main Address

7887 E. Belleview Ave Ste 1100, Englewood, CO 80111

Mailing Address

753 Maleta Ln Ste 101, Castle Rock, CO 80108

Phone number

(303) 228-2272

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	547
AUM (Assets Under Management)	$ 65,587,900

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 R. Rosell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Reed Rosell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVANCED INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2021

Current Firm

ADVANCED INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVANCED INVESTMENTS

TRUST BUT VERIFY

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