Paul Neuner (CRD# 2454215) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in San Diego, CA and has over 30 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pks Investments | Albany, NY | Jun 2023 - Current | < 1 |
Concurrent Retirement Solutions | Louisville, KY | Jan 2022 - Current | 2 |
Concurrent Investment Advisors Llc Dba Next Retirement Solutions | Anchorage, KY | Jun 2016 - Current | 7 |
Flussbaurenhof | Argyle, MO | Jun 2010 - Current | 13 |
Raymond James Financial Services Advisors Inc. | Argyle, MO | Jun 2016 - May 2023 | 6 |
Raymond James Financial Services, Inc. | Argyle, MO | May 2016 - May 2023 | 7 |
Wells Fargo Advisors LLC | San Diego, CA | May 2009 - May 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1994 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
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- CA
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
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