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Paul A. Yokabitus
CARY FINANCIAL PLANNING
Cary, NC 27518
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CRD#: 7517644
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Professional summary
Paul Anthony Yokabitus is a registered financial advisor currently at CARY FINANCIAL PLANNING, LLC located in Cary, North Carolina.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Paul has worked at 2 firms 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.
1. Yokabitus Law, PLLC dba Cary Estate Planning; 155 Parkway Office Ct STE 200 Cary, NC 27518; Estate Planning law firm; Owner, Attorney; Start Date 10/2018; 160 hours per month devoted, 160 hours per month devoted during securities trading. Estate planning. 2. Yokabitus Law, PLLC dba PlanWell Legal; 155 Parkway Office Ct STE 200 Cary, NC 27518; Start Date 04/2021. 3. Yokabitus & Lundberg, PLLC; dba Cary Tax Planning;155 Parkway Office Ct STE 200 Cary, NC 27518; Tax planning law firm providing proactive tax planning services for ; Partner; Start Date 12/2022; 2 hours per month devoted during securities trading. 4. Ocean Eyes, Inc.; 155 Parkway Office Ct STE 200 Cary, NC 27518; Intellectual property holding company for law firms. Owned by Mr. Yokabitus. Mr. Yokabitus engages 0 hours per week to this activity.Start Date 11/14/2022; 0 hours per week devoted; 0 hours per week devoted during securities trading hours. 5. Discovery Legal Marketing, LLC; 155 Parkway Office Ct STE 200 Cary, NC 27518; Marketing company for law firms. Start date: 05/2021; Mr. Yokabitus is 25% Owner of this entity, and he engages 8 hours per month to this activity. 6. CAMP Holdings, LLC; 1033 Wade Ave Suite 104 Raleigh, NC 27605; Investment Related; Real estate office suite rented out; Property Manager; 1 hour per month devoted; 1 hour per month devoted during securities trading; Manages property. 7. Grain Dealers Brewery; Cary, NC; Investment Related; Passive investment through CAMP Holdings, LLC; Passive Investor; Start Date 01/04/2022; 0 hours per month devoted; 0 hours per month devoted during securities trading; Passive investor.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Anthony Yokabitus'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®
NoneExperience
Current
December 21, 2022 - Present
CARY FINANCIAL PLANNING, LLC
Office #1: 1255 Crescent Green Suite 200, Cary, NC 27518RIA
CRD#: 323662
Cary, NC
Past
March 14, 2022 - September 30, 2022
MARINER INDEPENDENT
RIA
CRD#: 305418
Cary, NC
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
North Carolina(12/21/2022)
Current Firm
CF
CARY FINANCIAL PLANNING, LLC
CARY FINANCIAL PLANNING, LLC
CRD#: 323662 / SEC#:
North Carolina
Registered Investment Advisory firm - (12/21/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1255 Crescent Green Suite 200, Cary, NC 27518
Mailing Address
Phone number
(919) 694-6945
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 44 |
| AUM (Assets Under Management) | $ 14,607,079 |
Red Flags
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Company Information
CARY FINANCIAL PLANNING, LLC
CRD#: 323662Cary, NC 27518TRUST BUT VERIFY
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