PB
PB

Paul Bennett

32 Years of Experience
Columbia, SC
Broker

Paul Bennett is a registered investment advisor at Wells Fargo Advisors, based in Columbia, SC, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3304 Millwood Ave, Columbia, SC, 29205

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paul has several business activities, including partial ownership in lake property, acting as trustee for a parent's trust, managing rental properties, and owning a music business. He also owns Vista Wealth Management LLC and Vista Holdings LLC, and holds power of attorney for his parents.

Employment History
Current Registrations
Wells Fargo Advisors
September 2010 - Present · 15 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Uvest Financial Services Group, INC.Broker
March 2005 - September 2010 · 5 yrs 6 mos
Uvest Financial Services Group, INC.
March 2005 - September 2010 · 5 yrs 6 mos
Wachovia Securities, LLC
June 2002 - March 2005 · 2 yrs 9 mos
Wachovia Securities, LLCBroker
June 2002 - March 2005 · 2 yrs 9 mos
Wachovia Securities, INC.Broker
March 2001 - June 2002 · 1 yr 3 mos
Signator Investors, INC.Broker
December 1993 - March 2001 · 7 yrs 3 mos
John Hancock Mutual Life Insurance CompanyBroker
December 1993 - May 1997 · 3 yrs 5 mos
State Registrations20 states
AZCACODEFLGAIAINKSMNNCNYORSCSDTNTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.