Paul Spitzer, financial advisor Del Mar CA
83 score

Paul Spitzer

CRD Number: 1814817
Current Firm: Advanced Practice Advisors, LLC

Paul Spitzer (CRD# 1814817) is an Investment Advisor Representative working at Advanced Practice Advisors, LLC in Del Mar, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Advanced Practice Advisors, Llc (154084) San Diego, CA Jun 2010 - Current 6
Concert Wealth Management, Inc. San Diego, CA Feb 2009 - Current 7
Wachovia Securities, LLC San Diego, CA Jun 2003 - Feb 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Paul C. Spitzer
Phone Number: 858-436-3860
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    148
    MILLIONS
  • Total Number of Accounts
    818
    ACCOUNTS
  • Average Account Value
    $180,517
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, OH, PA, TX, WA

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BADGES
83

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