Paul Anthony Shorter

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 08/2023
  Suntrust Bank
  Norfolk, VA
• 04/2011 → 08/2023
  Truist/Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 08/2023
  Truist Advisory Services
  Atlanta, GA
• 11/2023 → Present
  Raymond James Financial Services, Inc.
  Charleston, SC
• 11/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Charleston, SC
• 10/2023 → Present
  Pinnacle Bank/Pinnacle Financial Partners
  Charleston, SC

Previous Registrations

• 2016-09-09 → 2023-08-18
  Truist Advisory Services, Inc.
  Charleston, SC
  Charleston, SC
  Mount Pleasant, SC
• 2011-08-16 → 2016-12-31
  Truist Investment Services, Inc.
  Norfolk, VA
  Charleston, SC
  Mount Pleasant, SC
  Greenville, SC

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 850 Morrison Dr Ste 900, Charleston, SC, 29403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/06/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Licensed Bank Advisor - Talk with clients about banking and investment needs, refer to Raymond James Advisor for investment products and service needs

Exams

• S66 Uniform Combined State Law Examination
  2011-08-15

Other Names

• Paul Shorter