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Paul W Abele

Canterbury Investment Advisors LLC

400 Office Park Drive
Suite 103

Mountain Brook, AL 35223
(205) 8711692

35 + years of helping people invest wisely.

About Canterbury Investment Advisors LLC

We strive to help our clients make wise decisions about their investments.

As your personal Chief Financial Officer, Paul Abele brings clarity and stewardship to your financial future.

We consider ourselves stewards of our clients' money. Our motivation is to always protect and serve our client's best interests. We recognized the importance of our fiduciary role and do everything in our power to earn the trust of our clients.

General Information

Firm Start Year

1988

No.of Employees

2-4

CRD#

1321366

Firm CRD#

295652

Insurance License#

Yes

Name of Custodial Firm

TD Ameritrade

States Licensed in

Series 65

Years of Experience in Financial Services

35

Number of Years with Current Firm

25

Work Experience

I have been an Investment Advisor for over 33 years. I have had the great honor to work with many of the professors of economics,at the Chicago School of business. Several have won The Nobel Prize for their work in finance.

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds

I can meet clients in the following ways

At my office, Via phone, At your home, At your office, Via email

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Fund Specialist (CFS), PPC

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Disability, Health

Financial Organization Memberships

National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients

34

Firm's Number of Planning Clients

19

Firm's Number of Managed Clients

34

Assets Managed by Firm

$36,000,000.00

Advisor's Number of Clients

34

Advisor's Number of Managed Clients

34

Advisor's Number of Planning Clients

19

Assets Managed by Advisor

100%

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000.00

Compensation Methods

Based on Assets

Fee % Based on Assets

0.80

Minimum Fee Charged for Managed Accounts

$4,000

Education

BS - Finance

University of Alabama
08/15/1980 - 05/20/1984