Paul Wendee (CRD# 1105573) is an Investment Advisor Representative working at Paul M. Wendee & Associates in Vista, CA and has over 40 years of experience in the finance industry. Paul Wendee 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# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Entoro Securities, LLC | Houston, TX | Apr 2023 - Current | 1 |
| Entoro Capital, LLC | Houston, TX | Apr 2023 - Current | 1 |
| Wendee, Totaro, & Associates, LLC | Vista, CA | Feb 2023 - Current | 1 |
| Paul M. Wendee & Associates LLC | Vista, CA | Oct 2018 - Current | 5 |
| Exemplar Capital,llc | Boston, MA | Aug 2022 - Jan 2023 | < 1 |
| Gt Securities, Inc. | Los Angeles, CA | Feb 2020 - Dec 2020 | < 1 |
| Paul M. Wendee And Associates, LLC | Dana Point, CA | Feb 1998 - Oct 2018 | 20 |
| Silber Bennett Financial, Inc. | Encino, CA | Mar 2017 - Mar 2018 | 1 |
| Paul M. Wendee & Associates, LLC | Dana Point, CA | Feb 2011 - Jan 2018 | 6 |
| Argosy University | Orange, CA | Jan 2015 - Jul 2017 | 2 |
| Courtlandt Securities Corporation | Irvine, CA | May 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1983 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1994 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
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CA
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