Paul Vernon Hensler
Investment adviser representative at Core Financial Advisors
23 yearsExperience
1 stateRegistered in
$178.5MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Purshe Kaplan Sterling InvestmentsNov 2013 to now
- Core Financial AdvisorsAug 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Core Financial Advisors
Legal name: Core Financial Advisors, LLC
$178.5MAssets managed
249Clients
4Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2243119
- Firm CRD
- 168839