Paul Leone is a registered investment advisor at Osaic Wealth, INC., based in Corona, CA, with 33 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1295 Corona Pointe Court, Suite 101, Corona, CA, 92879
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul operates Providence Wealth Planning as a DBA for his LPL business, dedicating about half of his time to it. He also provides investment advisory services through Mariner Independent Advisor Network LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Mariner Advisor Network
Wealthplan Partners
LPL Financial LLCBroker
Trilogy Capital, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
World Group Securities, INC.Broker
Investment Advisors International, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Nylife Securities INC.Broker
State Registrations8 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.