Paul Allan Branshaw
Investment adviser representative at Interactive Financial Advisors
29 yearsExperience
1 stateRegistered in
$240.4MFirm assets
21 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
Experience
29 years in the industry.
- Fortune Financial ServicesSep 2020 to now
- Egan Vance InsuranceJan 2010 to now
- Interactive Financial AdvisorsFeb 2005 to now
- Branshaw FinancialJan 2003 to now
- Paul BranshawFeb 1997 to now
- Brooklight Place Securities, Inc.Dec 2015 to Sep 2020
- Branshaw Tax AdvisorsFeb 2007 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (IL).
Interactive Financial Advisors
Legal name: Interactive Financial Advisors, Inc.
$240.4MAssets managed
1,307Clients
34Advisers
21 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
- 2822415
- Firm CRD
- 125117