Paul Heffelfinger
Paul Heffelfinger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in York, PA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1240 Woodberry Road, York, PA, 17408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is involved in several business activities, including Gilbert Farms LLC, Hurlbert, Paul & Allison Trust, Integrity Wealth Strategies LLC, P&L Real Properties LLC, Paul W Gilbert Inc., and Tailored Wealth Management, LLC. He dedicates about a quarter of his time to the daily operations of his financial services practice, Tailored Wealth Management, LLC, and a few hours per week to the other activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations14 states
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