Paul Feinsinger is a CFP-designated registered investment advisor, based in Hobe Sound, FL, with 27 years of industry experience.
Location
11616 SE Dixie Hwy, Hobe Sound, FL, 33455
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul sells equity indexed annuities through Avantax Insurance Agency. He also works as a CPA, providing tax preparation and accounting services, taking nearly full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
April 1999 - September 2025 · 26 yrs 5 mos
Avantax Investment Services, INC.Broker
December 1998 - September 2025 · 26 yrs 9 mos
State Registrations5 states
CAFLGANCND
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.