Paul Bonapart is a registered investment advisor, based in Corte Madera, CA, with 35 years of industry experience.
Location
520 Tamalpais Drive, Suite 103 & 104, Corte Madera, CA, 94925
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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
Paul is involved in fixed insurance sales and financial planning through a registered investment advisor. He also owns Financial Security Planning Services, Inc. (an independent RIA) and rental property, dedicating about 10% of his time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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.