Robert Paul is a CFP-designated registered investment advisor, based in Tustin, CA, with 37 years of industry experience.
Location
1442 Irvine Blvd., Suite 234, Tustin, CA, 92780
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert provides financial services as the owner of Robert S. Paul Wealth Care Advisor and sells EIAs. He also prepares income taxes about a quarter of his time and sells VA, life, and extended care insurance products through multiple agencies, dedicating minimal time to insurance sales.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
National Planning CorporationBroker
Royal Alliance Associates, INC.Broker
Triple Check Financial Services, INC.Broker
State Registrations16 states
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