Paul ParottiCRD Number: 5484427
Current Firm: Money Managers, Inc.
Paul Parotti (CRD# 5484427) is an Investment Advisor Representative working at Money Managers, Inc. in Atascadero, CA and has over 9 years of experience in the finance industry. Paul Parotti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Strategic Wealth Advisors Group
Lpl Financial LLC
Northwest Asset Management
|Money Managers, Inc.||Laguna Hills, CA||Apr 2015 - Current||2|
|Garcia Wealth Management Group||Templeton, CA||Jan 2012 - Apr 2015||3|
|Lpl Financial LLC||Templeton, CA||Feb 2008 - Apr 2015||7|
|Unemployed||Newport Beach, CA||Nov 2007 - Feb 2008||< 1|
|Spherion||Pasadena, CA||Aug 2007 - Nov 2007||< 1|
|American Home Mortgage||Irvine, CA||Oct 2001 - Aug 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management32MILLIONS
Total Number of Accounts318ACCOUNTS
Average Account Value$101,010
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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