Paul Manese (CRD# 4642565) is an Investment Advisor Representative working at Rcx Capital Group Advisors, LLC in Boone, NC and has over 17 years of experience in the finance industry.
CRD# 4752027
Allen Wealth Management, LLC
CRD# 5699016
Edward Jones
CRD# 2892227
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Covenant Investment Capital, LLC | Boone, NC | Nov 2020 - Current | 3 |
| Rcx Capital Group LLC | The Woodlands, TX | Jul 2019 - Current | 4 |
| Covenant Investment Capital LLC | New York, NY | Jul 2019 - Nov 2020 | 1 |
| Emerson Equity LLC | San Mateo, CA | Nov 2016 - Jul 2019 | 2 |
| Kingstone Capital Partners Texas, LLC | La Jolla, CA | May 2016 - Jul 2019 | 3 |
| Sc Distributors, LLC | Costa Mesa, CA | Mar 2016 - May 2016 | < 1 |
| Dck Worldwide, LLC | Irvine, CA | Jul 2015 - Mar 2016 | < 1 |
| West America Corporatoin | San Diego, CA | Mar 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
| S63 | Uniform Securities State Law Examination | Dec 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 Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
CA, NC
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