Unclaimed Profile

Timothy David Paulin

TOUCHSTONE ADVISORS INC·CINCINNATI, Ohio

SIE, Series 3, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record23 years registeredTOUCHSTONE ADVISORS INC

303 BROADWAY, CINCINNATI, OH 45202-4203CRD# 1599212Firm CRD# 107028

Profile Verification

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

Identity

Timothy David Paulin · CINCINNATI, OH

Registration

CRD #1599212 · TOUCHSTONE ADVISORS INC · 23 years registered

Brand Profile

Not yet started

Career History

TOUCHSTONE ADVISORS INC

Oct 2017 – present

RBC DAIN RAUSCHER INC.

Nov 2002 – Jan 2003

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · November 18, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOUCHSTONE ADVISORS INC

CRD 107028 · SEC 801-45963

AUM

$26.7B

Regulatory assets under management

Employees

39 client accounts

Services offered by TOUCHSTONE ADVISORS INC

Per Form ADV

Portfolio management (pooled investments)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at TOUCHSTONE ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Timothy David Paulin offer?

Timothy David Paulin specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Timothy David Paulin's credentials?

Timothy David Paulin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy David Paulin located?

Timothy David Paulin is based in CINCINNATI, Ohio, working with TOUCHSTONE ADVISORS INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Timothy David Paulin charge for services?

Timothy David Paulin'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 TOUCHSTONE ADVISORS INC?

TOUCHSTONE ADVISORS INC has approximately 84 employees and manages $26.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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