Paul Weinberger
Paul Weinberger is a registered investment advisor at Cetera Investment Advisers LLC, based in Clearwater, FL, with 29 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
28050 Us Hwy 19N, Ste 300, Clearwater, FL, 33761
Get directionsHistory
Regulatory History (6)
Customer Dispute
April 2024Customer Dispute
July 2010Customer Dispute
February 2010Customer Dispute
May 2005Customer Dispute
January 2004Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Paul is the president and business manager of Accountants Wealth National Tax Services, LLC, focusing on tax preparation and filing services, and Accountants Wealth National Group, LLC, a DBA for his investment business. He also sells health insurance as an insurance agent and paints abstract art, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations26 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.