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Leah A. Paul

Advisor at Kestra Advisory — Hartsville, SC East Home Avenue

Updated today

Credentials

Series 66

Experience

3 years

Location

Hartsville, SC 29550

Kestra Advisory logo

Kestra Advisory

Enterprise

Total advisors

1,445

Across 539 offices

Clients per advisor

80 High

Avg AUM per client

$618,892 High

HNW client ratio

23% High

About

Leah Paul is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Headland Capital, LPL Financial, and White Glove Workshops. She owns Pearl Wealth Management LLC, a business focused on life, disability, and annuity insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, serving a diverse client base that includes large institutional investors.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

See office

Hartsville, SC East Home Avenue

107 East Home Avenue

Hartsville SC 29550

Advisors at this office

2

Most active in

South Carolina

Work history

3 years of industry experience

Kestra Investment Services, LLC

2025 - Present • 1 year

Mt Pleasant, SC

Kestra Advisory

2025 - Present • 1 year

Mt Pleasant, SC

Headland Capital, Llc

2024 - 2025 • 1 year

Mt. Pleasant, SC

LPL FINANCIAL

2019 - 2025 • 6 years

Mt Pleasant, SC

White Glove Workshops

2017 - 2019 • 2 years

Birmingham, MI

Rochester Community Public Schools

2015 - 2017 • 2 years

Rochester, MI

Gnc

2015 - 2017 • 2 years

Lake Orion, MI

Oakland University

2012 - 2017 • 5 years

Rochester Hills, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jacob D

Series 66

Hartsville, SC

Kestra Advisory

Jacob Davidson is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also involved with Define Wealth Financial Group, where he provides wealth advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive

Hannah A

Series 66

Hartsville, SC

Edward Jones

Hannah Amell is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her career in financial advising, she worked at Sinclair Broadcasting for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jordan M

Series 66

Hartsville, SC

Edward Jones

Jordan Melton is a financial advisor with Edward Jones in Hartsville, South Carolina, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Melton owns and operates businesses involved in land management and timber/raw land holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and affiliated products, supported by a large national network of advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Edward M

Series 63, Series 66

Hartsville, SC

Edward Jones

Edward Melton Jr. is a financial advisor with Edward Jones in Hartsville, SC, holding Series 63 and Series 66 designations and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Melton serves as a consulting member of the finance team at Kelleytown Baptist Church, assisting with the church’s annual budgeting process. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

Nancy M

Series 66

Darlington, SC

Edward Jones

Nancy Matthews is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill before joining Edward Jones in 2017. Matthews is involved in multiple community organizations, including serving on the Duke Energy Advisory Board and holding leadership roles with the Florence Symphony Board and Darlington Kiwanis Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and emphasizes fiduciary standards and tax-efficient services.

Retirement plans for business owners (SEP, solo 401k) Attorney Engineering Professional Widow/Widower
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Marvin O

PFS™, Series 63

Hartsville, SC

Cetera

Marvin Odom is a financial advisor at Cetera with 32 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Avantax Advisory Services and Avantax Investment Services, Inc. He is also president of Marvin K. Odom, CPA, PA, a tax preparation and accounting firm. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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