Unclaimed Profile

Paul Samuel Shuman

TPG ADVISORS LLC·NORTHFIELD, Illinois

SIE, Series 7, Series 66CFPClean record22 years registeredTPG ADVISORS LLC

465 CENTRAL AVE, NORTHFIELD, IL 60093CRD# 4793240Firm CRD# 298496

Profile Verification

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

Identity

Paul Samuel Shuman · NORTHFIELD, IL

Registration

CRD #4793240 · TPG ADVISORS LLC · 22 years registered

Brand Profile

Not yet started

Career History

THE PLANNING GROUP

Oct 2018 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Apr 2009 – Feb 2019

Northfield, IL

TOWER SQUARE SECURITIES, INC.

Nov 2006 – Apr 2009

DES PLAINES, IL

SECURIAN FINANCIAL SERVICES, INC.

Jul 2004 – Oct 2006

BANNOCKBURN, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 30, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TPG ADVISORS LLC

CRD 298496 · SEC 801-114032

AUM

$207M

Regulatory assets under management

Employees

706 client accounts

Services offered by TPG ADVISORS LLC

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 TPG ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Paul Samuel Shuman offer?

Paul Samuel Shuman specializes in Financial Planning, Investment Management. Contact their office in NORTHFIELD, Illinois for a consultation.

What are Paul Samuel Shuman's credentials?

Paul Samuel Shuman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Samuel Shuman located?

Paul Samuel Shuman is based in NORTHFIELD, Illinois, working with TPG ADVISORS LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.

How does Paul Samuel Shuman charge for services?

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

How large is TPG ADVISORS LLC?

TPG ADVISORS LLC has approximately 4 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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