PE
PE

Paul Enter

29 Years of Experience
Boca Raton, FL
Broker

Paul Enter is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One Town Center Road, Suite 660, Boca Raton, FL, 33486

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paul has 100% ownership in IEnter Wealth Management, LLC and 33.33% ownership in 3P, LLC, both investment-related, dedicating minimal time to each. Paul also has power of attorney for his aunt, spending minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Wells Fargo Advisors
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - August 2022 · 11 yrs 7 mos
Wells Fargo Clearing Services, LLC
January 2011 - August 2022 · 11 yrs 7 mos
Wells Fargo Investments, LLC
March 2004 - January 2011 · 6 yrs 10 mos
Wells Fargo Investments, LLCBroker
February 2004 - January 2011 · 6 yrs 11 mos
Thrivent Investment Management INC.Broker
January 2004 - February 2004 · 1 mo
Norwest Investment Services, INC.Broker
January 1997 - September 1997 · 8 mos
Aal Capital Management CorporationBroker
July 1990 - December 1996 · 6 yrs 5 mos
State Registrations29 states
AKAZCACOCTFLGAIAILKSMAMDMNMONCNDNENJNVNYOHORPASCSDTXWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Paul Enter - Financial Advisor | TrueAdvisor