Paul Leone (CRD# 2203379) is an Investment Advisor Representative working at Mariner Independent in Corona, CA and has over 31 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Advisors Group | San Mateo, CA | Oct 2016 - Current | 7 |
| Lpl Financial, LLC | Corona, CA | Jun 2016 - Current | 7 |
| Wealthplan Partners, Inc. | Omaha, NE | Jun 2016 - Nov 2016 | < 1 |
| Trilogy Capital, Inc. | Corona, CA | Feb 2016 - Jun 2016 | < 1 |
| Trilogy Financial Services Inc. | Corona, CA | Aug 2012 - Jun 2016 | 3 |
| National Planning Corporation | Corona, CA | Aug 2012 - Jun 2016 | 3 |
| Care Plus Insurance Marketing | Fresno, CA | Aug 2011 - Jun 2016 | 4 |
| World Group Securities | Orange, CA | Jul 2010 - Jun 2016 | 5 |
| Paul Leone Insurance | Hemet, CA | Jun 2010 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
- CA
-
Total Assets Under Management8,147MILLIONS
-
Total Number of Accounts27,977ACCOUNTS
-
Average Account Value$291,190
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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