PL
CFP · ChFC
PL
CFP · ChFC

Paul Lentini

24 Years of Experience
Clearwater, FL
Broker

Paul Lentini is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Clearwater, FL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2536 Countryside Blvd 6th Floor, Suite 601, Clearwater, FL, 33763

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History

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.

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Other Business Activities

Paul is a director for LEO Family Fun Day, Inc., planning a fundraising event for law enforcement families, dedicating minimal time. He also acts as power of attorney for his mother, which is investment-related, and requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2018 - Present · 7 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - August 2018 · 15 yrs 1 mo
Wells Fargo Clearing Services, LLC
July 2003 - August 2018 · 15 yrs 1 mo
Prudential Securities IncorporatedBroker
May 2001 - July 2003 · 2 yrs 2 mos
Prudential Securities Incorporated
May 2001 - July 2003 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Paul Lentini - Financial Advisor | TrueAdvisor