Paul San
Paul San is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, with 30 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3059 Townsgate Rd 4th Fl/Ste 400, [Ld-Rbo], Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2001Employment Separation After Allegations
February 2001Other Business Activities
Paul owns rental property in Pine Mountain Club, CA with his spouse since 2018. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
UBS Painewebber INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Invest Financial CorporationBroker
State Registrations8 states
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
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