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Paul Noble Gould

Principal Advised Services

Yardley, PA

CRD 3073375

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Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-04-01
PA RA APPROVED 2023-09-27
  • IA RA
    APPROVED
    Since 2024-04-01
  • PA RA
    APPROVED
    Since 2023-09-27

Branch Locations

Yardley, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Radnor PA 05/2008 03/2023
Lincoln National Life Radnor PA 05/2008 03/2023
Unemployed Yardley PA 04/2023 08/2023
Principal Life Insurance Company Des Moines IA 08/2023 Present
Principal Securities Inc. Des Moines IA 09/2023 Present
Principal Advised Services Yardley PA 09/2023 Present
  • 05/2008 → 03/2023
    Lincoln Financial Advisors Corporation
    Radnor, PA
  • 05/2008 → 03/2023
    Lincoln National Life
    Radnor, PA
  • 04/2023 → 08/2023
    Unemployed
    Yardley, PA
  • 08/2023 → Present
    Principal Life Insurance Company
    Des Moines, IA
  • 09/2023 → Present
    Principal Securities Inc.
    Des Moines, IA
  • 09/2023 → Present
    Yardley, PA
Previous Registrations
  • 2008-08-29 → 2023-03-21
    Osaic Fa, Inc.
    Radnor, PA
    Radnor, PA
    Hartford, CT
    Fort Wayne, IN
    Radnor, PA
    Radnor, PA
  • 2008-06-20 → 2008-08-29
    Lincoln Financial Distributors, Inc.
    Radnor, PA
  • 2001-01-11 → 2008-03-07
    Pennington, NJ
    Pennington, NJ
    Pennington, NJ
Other Businesses

BEACON NETWORKING FOR LIFE ASSOCIATION - NEW MEMBER COMMITTEE POSITION: Beacon Networking for Life Association - New Member Committee NATURE: Beacon Networking for Life Association - New Member Committee INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2023 ADDRESS: 811 Hudson Dr, Yardley PA 19067, United States DESCRIPTION: Beacon Networking for Life Association - New Member Committee...I will look to work with the committee to help organize activities for members to network and introduce Beacon to possible new members. The focus of this activity is to drive new members to join. SESSION MEMBER PRESBYTERIAN CHURCH OF NEWTOWN PA POSITION: Session Member Presbyterian Church of Newtown PA NATURE: Session Member Presbyterian Church of Newtown PA INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2023 ADDRESS: 25 N Chancellor Street, Newtown PA 18940, United States DESCRIPTION: I am a church elder or session member. I along with other session members look to make governing decisions in regards to the activities of the church. I do not have access to any financial accounts, investment accounts, nor do I make any investment recomendations, etc. STEWARDSHIP CHAIRPERSON NEWTOWN PRESBYTERIAN CHURCH POSITION: Stewardship Chairperson Newtown Presbyterian Church NATURE: Stewardship Chairperson Newtown Presbyterian Church INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2023 ADDRESS: 25 N Chancellor Street, Newtown PA 18940, United States DESCRIPTION: Chairperson of the Newtown Presbyterian Church Stewardship committee. Involves organizing annual pledging campaigns for the church. It does not involve access to any bank accounts, investment accounts or investment decisions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-13
S63 Uniform Securities Agent State Law Examination 1998-07-27
  • S65 Uniform Investment Adviser Law Examination
    1998-08-13
  • S63 Uniform Securities Agent State Law Examination
    1998-07-27

View on SEC IAPD

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