Anne Crabbe is a CFP-designated registered investment advisor, based in Paso Robles, CA, with 19 years of industry experience.
Location
935 Riverside Ave., Suite 11, Paso Robles, CA, 93446
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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
Anne sells life insurance, annuities, and long-term care as an insurance agent, dedicating a few hours per week. She also serves as President of Optimum Wealth Financial Planners, Inc., Unconundrum, Inc., and Optimum Wealth Management, Inc., and as Vice President of a networking group, while also holding a role at her church.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Investment Advisory, LLC
Park Avenue Securities LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Assent LLCBroker
State Registrations17 states
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