Paul Weinstein
Paul Weinstein is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ft. Myers, FL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
13720 6 Mile Cypress Pkwy, Suite 1, Ft. Myers, FL, 33912
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
May 1998Other Business Activities
Paul is involved in several investment-related activities, including Brewski Brothers LLC (real estate brokerage), PR Lending (passive investor), Weinstein/Falk (trustee), West Charlotte Commercial (real estate brokerage), and WWFG Ventures (rental real estate). He dedicates minimal time to each of these ventures, with WWFG Ventures requiring a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
UBS Financial Services INC.
UBS Financial Services INC.Broker
Raymond James & Associates, INC.Broker
Dean Witter Reynolds INC.Broker
Cowen & CO.Broker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.