Paul Woita (CRD# 1372854) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 37 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Altoona, WI | Dec 2014 - Current | 9 |
| Great Valley Advisor Group, Inc. | Altoona, WI | Dec 2014 - Current | 9 |
| Woita & Associates | Altoona, WI | Mar 2010 - Current | 14 |
| Principal Life Insurance Company | Altoona, WI | Mar 1998 - Dec 2014 | 16 |
| Princor Financial Services Corporation | Altoona, WI | May 1997 - Dec 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
- WI
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Total Assets Under Management7,343MILLIONS
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
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