Paul Parotti (CRD# 5484427) is an Investment Advisor Representative working at Money Managers, Inc. in Atascadero, CA and has over 16 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.
CRD# 6342307
San Luis Wealth Advisors
CRD# 2680698
Ameriprise Financial Services, LLC
CRD# 6095912
San Luis Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Managers, Inc. | Laguna Hills, CA | Apr 2015 - Current | 9 |
| Garcia Wealth Management Group | Templeton, CA | Jan 2012 - Apr 2015 | 3 |
| Lpl Financial LLC | Templeton, CA | Feb 2008 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- CA
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts701ACCOUNTS
-
Average Account Value$218,787
- 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
CA, NV, TX
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