Toni Paup, financial advisor Erie PA

Toni Paup

CRD Number: 5059683
Current Firm: Lpl Financial LLC

Toni Paup (CRD# 5059683) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, PA and has over 16 years of experience in the finance industry.

Similar Advisors
Christopher Allegretti, financial advisor Erie PA
Christopher P. Allegretti
CRD# 6679950
Hbks Wealth Advisors
Similar Advisors
Zachary Allegretti, financial advisor Erie PA
Zachary M. Allegretti
CRD# 6100972
Hbks Wealth Advisors
Similar Advisors
Jason Alward, financial advisor Erie PA
Jason C. Alward
CRD# 4843777
Hbks Wealth Advisors
Company Name Location Dates Years
Lpl Financial LLC Meadville, PA Oct 2017 - Current 4
Northwest Bank (formerly: Northwest Savings Bank) Meadville, PA Jan 2011 - Current 10
Northwest Advisors, Inc. Meadville, PA Oct 2011 - Dec 2018 7
Cetera Investment Services LLC St.cloud, MN Dec 2013 - Oct 2017 3
Self Employed Meadville, PA Mar 2004 - Sep 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for Toni L. Paup
Phone Number: 704-733-3300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Toni Paup and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.