Paul Nitz is a registered investment advisor, based in Lakeway, TX, with 33 years of industry experience.
Location
102 World of Tennis Sq, Lakeway, TX, 78738
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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 an attorney/legal counsel and owner/sole proprietor for tax preparation/accounting, dedicating about a quarter of his time and about half his time respectively. He is also an equity indexed annuity agent and owns an LLC with his wife for renting out a condo.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations3 states
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