Paul Slaughter

Paul Slaughter

Registered Client Service Associate II

Followers of Paul Slaughter321 followers
location of Paul SlaughterLouisville, Kentucky, United States

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  • Timeline

  • About me

    20+ years in Wealth Management Industry | Strategic Financial and Technology Consulting | Kinship Builder

  • Education

    • Indiana University-Southeast

      -
      Bachelor's of Science in Business Marketing
  • Experience

    • Hilliard Lyons

      Feb 2009 - Nov 2012
      Registered Client Service Associate II
    • Ameriprise Financial Services, Inc.

      Nov 2012 - Oct 2015
      Paraplanner
    • Morgan Stanley

      Jan 2016 - Oct 2017
      Registered Associate
    • Hilliard Lyons

      Oct 2017 - Oct 2019
      • Wealth Associate

        Apr 2018 - Oct 2019
      • Sr. Branch Training Specialist

        Oct 2017 - Oct 2019
    • Baird

      Oct 2019 - Nov 2023
      Technology Solutions Consultant
    • Kentucky Planning Partners

      May 2024 - now
      Kentucky Planning Partners
  • Licenses & Certifications

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Commonwealth of Kentucky
      Aug 2005
    • Series 7, Series 63, Series 66

      U.S. Securities and Exchange Commission
  • Honors & Awards

    • Awarded to Paul Slaughter
      2020 PWM Innovation Award Baird Apr 2021