Paul Earl
Advisor at P. G. Earl Investment Advisers, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at P. G. Earl Investment Advisers, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
P. G. Earl Investment Advisers, L.L.C.
Location
Atlanta, GA 30326
Credentials
Series 63, Series 65
Industry experience
22 years
Paul Earl is the principal advisor at P. G. Earl Investment Advisers, L.L.C. in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has operated his independent advisory firm since 1999. Outside of advisory services, he serves as treasurer for a family-owned real estate business. P. G. Earl Investment Advisers provides fee-based investment advisory and portfolio management services to individual and institutional clients. The firm employs a fundamental analysis approach with an emphasis on mutual funds and manages accounts on a discretionary basis.
$0 - $100,000: 2.75% $100,000 - $250,000: 2.25% $250,000 - $500,000: 2.00% $500,000 - $1,000,000: 1.75% $1,000,000+: 1.25%
Account minimum: $100,000
3455 Peachtree Road, Ne, Fifth Floor
Atlanta, GA 30326
Georgia
P. G. Earl Investment Advisers, L.L.C.
1999 - Present (27 years)
Earl Properties, Inc
1992 - Present (34 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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