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Paul H Barlow

Risk-Aware financial advisor with over 28 years experience

Charles Schwab & Co., Inc.

Memphis

TN

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Charles Schwab & Co., Inc. 4 months, 3 weeks Jan 2019 - Present
Park Avenue Securities 1 year, 11 months Feb 2017 - Jan 2019
Guardian Life Ins 2 years Jan 2017 - Jan 2019
Ftb Advisors, Inc. 1 year, 6 months Jul 2015 - Jan 2017
Bic Distributors, LLC 11 months Feb 2014 - Jan 2015
Self-Employed 1 year, 11 months Aug 2013 - Jul 2015
Adhesion Wealth Advisor Solutions 6 months Aug 2013 - Feb 2014
The Colony Group, LLC 1 year, 7 months Jan 2012 - Aug 2013
Bank of America, N.A 8 months May 2011 - Jan 2012
Merrill Lynch 10 months Mar 2011 - Jan 2012
Global Wealth Consultants, LLC 2 years, 6 months Aug 2008 - Feb 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Paul Barlow

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Answers

Ask a financial questionAsk a question
How can i cash in my 401k plan due to a hardship?
First you need to contact your HR department or the 401k administrator of your plan. Typically hardship withdraws are limited to paying medical bills or disability issues. Another option is to request a loan against your 401k plan that you pay back over a fixed period of time (generally 5 years). ...  (more)
Answered Feb 2017
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      1
    • as of date
      May 15, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      1
    • as of date
      May 15, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Charles Schwab & Co., Inc.

    Last updated on Nov. 29, 2018
      • N/A
        Total Assets Under Management
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        Total Assets Under Advisement
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        Accounts
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        Estimated Average Account Balance

    Fees

    There is no compensation data available to display at this time