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Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

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

Qualifications

Experience

No timeline events available.
Employer Years Dates
Canterbury Investment Advisors LLC 2 years, 1 month Feb 2018 - Present
Innovation Partners LLC 4 months Jan 2018 - May 2018
Innovation Partners LLC 5 months Dec 2017 - May 2018
Dfpg Investments, Inc 1 month Nov 2017 - Nov 2017
United Planners' Financial Services of America a Limited PartnerScottsdale, AZ 3 months Jul 2017 - Oct 2017
United Planners' Financial Services of America A Limited Partner 3 months Jul 2017 - Oct 2017
Scf Investment Advisors, Inc. 1 year Jul 2016 - Jul 2017
SCF Securities, Inc. 1 year Jul 2016 - Jul 2017
Arbor Point Advisors 2 years, 8 months Nov 2013 - Jul 2016
Securities America, Inc. 2 years, 8 months Nov 2013 - Jul 2016
Securities America Advisors, Inc. 2 years, 8 months Nov 2013 - Jul 2016
Gradient Securities, LLC 1 month Nov 2013 - Nov 2013
Signature Investment Inc 6 months May 2013 - Nov 2013
Sicor Securities Inc 5 months May 2013 - Oct 2013
Liberty Partners Financial Services, LLC 1 year, 2 months Mar 2012 - May 2013
Liberty Partners Capital Management, LLC 1 year, 2 months Mar 2012 - May 2013
Securities America Inc. 1 year, 9 months Jun 2010 - Mar 2012
Abele Financial Group LLC 3 years, 1 month Apr 2010 - May 2013
Paul Abele, Sole Proprietor 35 years, 3 months Jan 1985 - Present

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Fund Specialist
    Designation
    Certified Fund Specialist
    CFS Designees have expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. Does not license individuals to buy or sell mutual funds.

Articles and Answers

Insights by Paul Abele

    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How can I protect myself from frauds?
    Your advisor should not have acces to your money. Your investments should be held at a nationaly recognized custodian, like TD Ameritrade....  (more)
    Answered Mar 2012
    I'm a retirement specialist and new to BrightScope. How can I prospect 401k plans in my area? Example New York City areas?
    CPA's and TPA's are good ways to get a warm introduction, but you need to work on getting good relationships with them....  (more)
    Answered Mar 2012
    How many mortgage quotes should I get?
    Getting several quotes should not affect your score. Your main concern is getting a good loan....  (more)
    Answered Mar 2012
    What is the email address for you chief compliance officer. Charles Curtis Fox?
    Mr Fox. I have no idea who you are , or why you would ask such an inane Question as such. What was your net income last year?...  (more)
    Answered Apr 2017
    How can I withdraw my money?
    If you have 401 k money their, you need to open a self directed IRA at one of the discount brokerage firms like Fidelity. Then fill out a form to transfer the money. This will happen automatically . If they just owe you money, and will not pay you. You may need to take them to Small Claims Court. I ...  (more)
    Answered Apr 2017
    How many mortgage quotes should I get?
    You should not worry about your credit score. Getting a Mortgage quote should not heart you. Finding the best rate for you is the only thing you should care about....  (more)
    Answered Mar 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        1
      • as of date
        Dec 20, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        1
      • as of date
        Dec 20, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Dec. 21, 2019
        • $10.2M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 30
          number of clients
        • $341.7K
          Estimated Average Account Balance Per Client

      Canterbury Investment Advisors LLC

      Last updated on March 16, 2020
        • $29.0M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 22
          Accounts
        • $1.3M
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements