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Paul Neuner is a registered investment advisor, based in San Diego, CA, with 31 years of industry experience.
Location
12730 High Bluff Dr, San Diego, CA, 92130
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Regulatory History (2)
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Customer Dispute
May 2002Closed-No Action
Customer Dispute
August 2001Award / Judgment
Other Business ActivitiesSells Insurance
Paul is an investment advisor through Concurrent Investment Advisors and provides fiduciary advice through Concurrent Retirement Solutions. He also operates an independent insurance agency, a hobby farm, and is a passive investor in Concurrent Partners 1; these activities take about a quarter of his time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2023 - Present · 2 yrs 11 mos
Purshe Kaplan Sterling Investments
June 2023 - Present · 2 yrs 11 mos
Concurrent Investment Advisors, LLC
May 2023 - Present · 3 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2016 - June 2023 · 7 yrs
Raymond James Financial Services, INC.Broker
May 2016 - June 2023 · 7 yrs 1 mo
Wells Fargo Advisors, LLC
January 2008 - June 2016 · 8 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - June 2016 · 8 yrs 5 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
March 1994 - January 2008 · 13 yrs 10 mos
State Registrations12 states
AZCAILKYMONVOHPATXVTWAWI
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.