Unclaimed Profile

Paul Leonard Durso

INSIGHT FOLIOS INC·CHARLOTTE, North Carolina

Series 7, Series 63, Series 65Clean record12 years registeredINSIGHT FOLIOS INC

11610 NORTH COMMUNITY HOUSE, CHARLOTTE, NC 28277CRD# 4416551Firm CRD# 174411

Profile Verification

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

Identity

Paul Leonard Durso · CHARLOTTE, NC

Registration

CRD #4416551 · INSIGHT FOLIOS INC · 12 years registered

Brand Profile

Not yet started

Career History

INSIGHT FOLIOS

Mar 2015 – present

JACK KEETER & ASSOCIATES, INC.

Sep 2013 – Apr 2015

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 10, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSIGHT FOLIOS INC

CRD 174411 · SEC 801-117138

AUM

$279M

Regulatory assets under management

Employees

1,810 client accounts

Services offered by INSIGHT FOLIOS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSIGHT FOLIOS 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 CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Leonard Durso offer?

Paul Leonard Durso specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Paul Leonard Durso's credentials?

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

Where is Paul Leonard Durso located?

Paul Leonard Durso is based in CHARLOTTE, North Carolina, working with INSIGHT FOLIOS INC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Paul Leonard Durso charge for services?

Paul Leonard Durso'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 INSIGHT FOLIOS INC?

INSIGHT FOLIOS INC has approximately 15 employees and manages $279M 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 →