Paul Koehler Email & Phone Number
Vice President, Regional Advisory Consultant @ LPL Financial
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Paul Koehler Location
- Philadelphia, PA, US
Paul Koehler Work
- Vice President, Regional Advisory Consultant @ (October 2026 - Present)
- Assistant Vice President, Regional Advisory Consultant @ (November 2025 - October 2026)
- Vice President- Central Divisional Manager @ (January 2025 - October 2026)
- Vice President, LPL Business Solutions @ (August 2023 - October 2026)
- AVP, Regional Wealth Consultant @ (May 2021 - September 2023)
- Wealth Management Consultant @ (July 2018 - May 2021)
- Internal Advisory Consultant @ (January 2018 - July 2018)
- Retirement Specialist @ (February 2017 - December 2017)
- Sales Associate @ (August 2015 - August 2016)
- Managing Director @ (February 2013 - November 2014)
- Co-Founder and COO @ PKO Investments, LLC (September 2011 - February 2013)
- Regional Marketing Director @ (May 2004 - June 2011)
- Internal Sales Representative @ (September 2000 - May 2004)
- Credit Analyst @ R.H. Donnelley (September 1999 - September 2000)
Paul Koehler Education
- Lindsey Wilson University
B.A. (History)
1995-1999
Paul Koehler Skills
- 401(k) Retirement Savings Plans
- 401k
- Alternative Investments
- Asset Allocation
- Business Relationship Management
- Client Relations
- Client Services
- ETFs
- Exchange Traded Products
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Investment Management
- Investments
- Mutual Funds
- Public Speaking
- Relationship Building
- Retirement
- Retirement Planning
- Sales
- Series 6
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Trading
- Variable Annuities
- Wealth Management
- Wholesale
Paul Koehler Summary
- Paul Koehler, based in Philadelphia, PA, US, is currently a Vice President, Regional Advisory Consultant at LPL Financial. Paul Koehler brings experience from previous roles at LPL Financial. Paul Koehler holds a 1995 - 1999 B.A. in History @ Lindsey Wilson University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Alternative Investments, Asset Allocation, Business Relationship Management and more. Paul Koehler has 1 emails and 1 mobile phone numbers on RocketReach.
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