Paul Masoner
Paul Masoner is a registered investment advisor at Wells Fargo Advisors, based in Long Beach, CA, with 27 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 Retirement Planning. Their firm serves 466,575 clients with $250B 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
6460 E Pacific Coast Hwy, Ste 223, Long Beach, CA, 90803
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2017Customer Dispute
May 2009Other Business Activities
Paul is the owner of The Masoner Group LLC, an investment-related business. He dedicates full-time hours to this endeavor, with most of the time spent during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
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.
Exams
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