PW
PW

Paul Westhead

23 Years of Experience
Irvine, CA
Broker

Paul Westhead is a registered investment advisor, based in Irvine, CA, with 23 years of industry experience.

Location

100 Innovation Drive, Suite 200, Irvine, CA, 92617-3040

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paul is a Managing Director at Rimrock Capital Management LLC, dedicating full-time hours to the overall management, strategic development, marketing, and investor relations. He also serves as Investment Committee Chair for Orange County Community Foundation and Trustee for St. Margaret's Episcopal School, and is on the Advisory Board for Baker Street Advisors, LLC, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Foreside Financial Services, LLCBroker
January 2020 - Present · 6 yrs 4 mos
Foreside Financial Services, LLC
January 2020 - Present · 6 yrs 4 mos
Rimrock Capital Management LLC
May 2006 - Present · 20 yrs
Previous Registrations
Dlx Financial Group, LLCBroker
December 2014 - December 2019 · 5 yrs
Ocm Investments, LLCBroker
March 2004 - July 2004 · 4 mos
Pimco Funds Distributors LLCBroker
November 1996 - August 2000 · 3 yrs 9 mos
State Registrations51 states
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AdvisorBrokerBoth

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