Unclaimed Profile

Paul Joseph Durbin

DURBIN FINANCIAL ADVISORS, INC.·LAKEWOOD RANCH, Florida

Series 7, Series 63, Series 65Clean record23 years registeredDURBIN FINANCIAL ADVISORS, INC.

9040 TOWN CENTER PARKWAY, LAKEWOOD RANCH, FL 34202CRD# 1640950Firm CRD# 116322

Profile Verification

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

Identity

Paul Joseph Durbin · LAKEWOOD RANCH, FL

Registration

CRD #1640950 · DURBIN FINANCIAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DURBIN FINANCIAL ADVISORS, INC.

PINNACLE ADVISORY GROUP, INC.

May 2014 – Mar 2021

COLUMBIA, MD

DURBIN FINANCIAL ADVISORS, INC.

Jan 2003 – May 2014

LAKEWOOD RANCH, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 3, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DURBIN FINANCIAL ADVISORS, INC.

CRD 116322 · SEC 801-69076

AUM

$31M

Regulatory assets under management

Employees

147 client accounts

Services offered by DURBIN FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DURBIN FINANCIAL ADVISORS, INC. →

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAKEWOOD RANCH?

Browse all registered financial advisors in LAKEWOOD RANCH, Florida or claim this profile if it's yours.

Browse LAKEWOOD RANCH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Joseph Durbin offer?

Paul Joseph Durbin specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Paul Joseph Durbin's credentials?

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

Where is Paul Joseph Durbin located?

Paul Joseph Durbin is based in LAKEWOOD RANCH, Florida, last registered with DURBIN FINANCIAL ADVISORS, INC..

How does Paul Joseph Durbin charge for services?

Paul Joseph Durbin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DURBIN FINANCIAL ADVISORS, INC.?

DURBIN FINANCIAL ADVISORS, INC. has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →