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Kenneth Joseph Paull

RAV FINANCIAL SERVICES, LLC·BEACHWOOD, Ohio
Series 7, Series 66Clean record19 years registeredRAV FINANCIAL SERVICES, LLC
ONE CHAGRIN HIGHLANDS, BEACHWOOD, OH 44122CRD# 4018025Firm CRD# 106632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Joseph Paull · BEACHWOOD, OH
Registration
CRD #4018025 · RAV FINANCIAL SERVICES, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.
Oct 2016 – present
RAV FINANCIAL
Sep 2006 – Oct 2016
BEACHWOOD, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · September 29, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RAV FINANCIAL SERVICES, LLC
CRD 106632 · SEC 801-17712
AUM
$301M
Regulatory assets under management
Employees
14
1,300 client accounts
Services offered by RAV FINANCIAL SERVICES, 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 RAV FINANCIAL SERVICES, LLC →
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05

Frequently Asked Questions

What services does Kenneth Joseph Paull offer?
Kenneth Joseph Paull specializes in Financial Planning, Investment Management. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Kenneth Joseph Paull's credentials?
Kenneth Joseph Paull is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Joseph Paull located?
Kenneth Joseph Paull is based in BEACHWOOD, Ohio, working with RAV FINANCIAL SERVICES, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Kenneth Joseph Paull charge for services?
Kenneth Joseph Paull's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RAV FINANCIAL SERVICES, LLC?
RAV FINANCIAL SERVICES, LLC has approximately 14 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RAV FINANCIAL SERVICES, LLC

David Michael Taucher
BEACHWOOD, OH
Robert A Valente
BEACHWOOD, OH

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