Paul Charles Littlefield

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

• 09/2019 → 02/2023
  Raymond James Financial Services, Inc.
  Beverly, MA
• 02/2023 → Present
  Raymond James Financial Services, Inc.
  Beverly, MA
• 01/2013 → 09/2019
  Construction Management & Builders
  Beverly, MA
• 08/2019 → Present
  Littlefield & Assoc.
  Beverly, MA
• 05/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Beverly, MA
• 08/2019 → Present
  Littlefield Wealth Services
  Littlefield Wealth Services, MA
• 10/2024 → Present
  Littlefield & Davidson Wealth Services
  Beverly, MA

Other Businesses

(1)Name of Business: Littlefield & Associates Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am employed by Littlefield & Associates (2)Name of Business: Littlefield & Davidson Wealth Services Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Hold myself out as a representative of Littlefield & Davidson Wealth Services. Do not receive compensation from this company. (3)Name of Business: Littlefield Wealth Services Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Hold myself out as an representative of Littlefield Wealth Services. Do not receive compensation from this company.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-11