Paul Lopresti
Paul Lopresti is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 38 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8625 Tam, 8625 Tamiami Trail N. 4th Floor, Naples, FL, 34108
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business Activities
Paul owns 100% of Paul F Lopresti P.A. LLC, dedicating full-time hours to it. He also serves on finance committees for The Naples Players, spending minimal time on these activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Oppenheimer & CO., INC.Broker
L. F. Rothschild & CO. IncorporatedBroker
State Registrations28 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.
Exams
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