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PA

Paul R. Abbey

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CRD#: 847283
PA

Professional summary


Being a previously registered professional could mean that this person 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.

Paul Roger Abbey was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 2001. Paul had worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

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


Past

January 12, 2017 - September 11, 2019

FAIRPORT ASSET MANAGEMENT

RIA
CRD#: 145182
Kirtland, OH
Past

December 4, 2007 - December 31, 2016

FAIRPORT ASSET MANAGEMENT

RIA
CRD#: 145182
CLEVELAND, OH
Past

February 14, 2001 - November 30, 2007

FAIRPORT ASSET MANAGEMENT, LLC

RIA
CRD#: 110838
CLEVELAND, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


FA
FAIRPORT ASSET MANAGEMENT
FAIRPORT ASSET MANAGEMENT | WEALTHTRUST FAIRPORT, LLC | LUMA WEALTH | FAIRPORT, LLC

CRD#: 145182 / SEC#: 801-68520

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Contact information


Main Address
1350 Euclid Avenue Suite 400, Cleveland, OH 44115-1833
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FAIRPORT ADV 2A (3/29/2019)

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.

Company Information


FAIRPORT ASSET MANAGEMENT

CRD#: 145182

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