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Paul Darter Lueb

DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC·AUSTIN, Texas
Series 7, Series 63, Series 65Clean record18 years registeredDURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC
1601 SOUTH MO PAC EXPRESSWAY, AUSTIN, TX 78746CRD# 4056086Firm CRD# 107722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Darter Lueb · AUSTIN, TX
Registration
CRD #4056086 · DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

Jan 2008present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 28, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC
CRD 107722 · SEC 801-60001
AUM
$1.8B
Regulatory assets under management
Employees
22
355 client accounts
Services offered by DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Paul Darter Lueb offer?
Paul Darter Lueb specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Paul Darter Lueb's credentials?
Paul Darter Lueb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Darter Lueb located?
Paul Darter Lueb is based in AUSTIN, Texas, working with DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Paul Darter Lueb charge for services?
Paul Darter Lueb's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under other management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC?
DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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