Bette Paez is a CFP, ChFC-designated registered investment advisor at Warner Wealth, based in Madison, CT, with 24 years of industry experience. Bette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 758 clients with $460M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
869 Boston Post Road, Madison, CT, 06443
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Regulatory History
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
Bette operates several DBAs for her LPL business, including Warner Group, Warner Wealth, and Warner Wealth Management, and Bette Lynn Paez LLC, dedicating full-time hours to each. She also works as a freelance technical writer and is involved with Optimized Insurance Planning, LLC, spending a few hours per week on each.
Employment History
Current Registrations
Warner Wealth
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Parkland Securities, LLCBroker
Spc
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.
State Registrations15 states
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