Paul Tan is a registered investment advisor at Wells Fargo Advisors, based in Park City, UT, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
375 Deer Park Valley Dr, Park City, UT, 84060
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2010Customer Dispute
July 2008Other Business Activities
Paul has ownership stakes in MTN Aerie LLC, Son Tan Property Management LLC, and Park City Wealth Management LLC, and is an actor for TMG Acting. He dedicates a significant amount of time to Park City Wealth Management LLC (full-time), and minimal time to the other activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
U.S. Bancorp Investments, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Society Investments, INC.Broker
The Ohio CompanyBroker
State Registrations14 states
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