Unclaimed Profile

Paul Warren Alston

IRONWOOD INVESTMENT COUNSEL, LLC·SCOTTSDALE, Arizona

Series 66Clean record25 years registeredIRONWOOD INVESTMENT COUNSEL, LLC

14646 N. KIERLAND BLVD, SCOTTSDALE, AZ 85254-2762CRD# 4364085Firm CRD# 110623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Warren Alston · SCOTTSDALE, AZ

Registration

CRD #4364085 · IRONWOOD INVESTMENT COUNSEL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IRONWOOD INVESTMENT COUNSEL, LLC

CLARKSTON CAPITAL PARTNERS, LLC

Jan 2021 – Dec 2024

SCOTTSDALE, AZ

IRONWOOD INVESTMENT COUNSEL, LLC

Mar 2001 – Dec 2020

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 66

Registration record

First registered · March 22, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IRONWOOD INVESTMENT COUNSEL, LLC

CRD 110623 · SEC 801-60073

AUM

$1.4B

Regulatory assets under management

Employees

1,982 client accounts

Services offered by IRONWOOD INVESTMENT COUNSEL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IRONWOOD INVESTMENT COUNSEL, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Warren Alston offer?

Paul Warren Alston specializes in Financial Planning, Investment Management, Wealth Management.

What are Paul Warren Alston's credentials?

Paul Warren Alston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Warren Alston located?

Paul Warren Alston is based in SCOTTSDALE, Arizona, last registered with IRONWOOD INVESTMENT COUNSEL, LLC.

How does Paul Warren Alston charge for services?

Paul Warren Alston's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IRONWOOD INVESTMENT COUNSEL, LLC?

IRONWOOD INVESTMENT COUNSEL, LLC has approximately 19 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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