Paul Bergeron is a registered investment advisor, based in Sausalito, CA, with 15 years of industry experience.
Location
Sausalito, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is involved in several real estate ventures, including owning/brokering/managing properties and acting as a trustee for real estate rentals. He also dedicates full-time hours to Wealth Enhancement Advisory Services LLC as an investment advisor.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Osaic Wealth, INC.Broker
The Retirement Group, LLC
The Retirement Group, LLC
Fsc Securities CorporationBroker
State Registrations12 states
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