Paul Weiner
Paul Weiner is a registered investment advisor at LPL Financial LLC, based in Los Angeles, CA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
11965 Venice Blvd Suite 400, Los Angeles, CA, 90066
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 1999Other Business Activities
Paul operates Full Spectrum Wealth as a DBA for his LPL business since 2011. He also has JSMI Consulting Services for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Associated Securities CORP.
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Associated Securities CORP.Broker
Sutro & CO. IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
Baraban Securities, INC.Broker
State Registrations19 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.