Paul Sullivan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Healdsburg, CA, with 25 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
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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
132 Mill St Ste 203, Healdsburg, CA, 95448-4462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is doing business as Golden Key Wealth Management since 2013 and acts as a successor trustee and power of attorney for The Stephen Blaise Sullivan Revocable Living Trust since 2018. He also acts as trustee for PHILLIP A SULLIVAN SPECL NEEDS TR UNDER SULLIVAN FAMILY TR DTD 02/21/1992, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations9 states
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