PW
CFP
PW
CFP

Paul Wildberger

19 Years of Experience
Dallas, TX

Paul Wildberger is a CFP-designated registered investment advisor at Integrity Private Wealth Advisors, LLC, based in Dallas, TX, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 30 clients with $35M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$35.4M

Fee Structure

Integrity Private Wealth Advisors offers investment management through wrap fee accounts. Please see the Wrap Fee Program Brochure for more information on fees.

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Location

5956 Sherry Ln, Suite 2000, Dallas, TX, 75225

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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 owns multiple real estate properties, including single-family homes and condos, in Dallas, TX. These properties are investment-related and have been acquired since 1994.

Employment History
Current Registrations
Integrity Private Wealth Advisors, LLC
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
September 2014 - November 2018 · 4 yrs 2 mos
Ameriprise Financial Services, INC.
September 2014 - November 2018 · 4 yrs 2 mos
Wfg Advisors, LP
May 2009 - November 2009 · 6 mos
Wfg Investments, INC.Broker
April 2009 - November 2009 · 7 mos
1st Global Capital CORP.Broker
July 2003 - April 2009 · 5 yrs 9 mos
Fidelity Brokerage Services LLCBroker
September 2001 - August 2003 · 1 yr 11 mos
State Registrations1 state
TX
Advisor

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.