Paul Hess
Paul Hess is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 14 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1 Town Center Road, 10th Floor, Boca Raton, FL, 33486
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul serves as a trustee for the Hess Family Trust and Hess Marital Trust, fulfilling fiduciary responsibilities. This involves preserving family assets, distributing them according to trust documents, and ensuring tax and administrative obligations are met, taking a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.P. Morgan Securities LLCBroker
Sanford C. Bernstein & CO., LLCBroker
State Registrations9 states
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