Paul Tanner (CRD# 1147061) is an Investment Advisor Representative working at Las Olas Capital Advisors, LLC in Fort Lauderdale, FL and has over 39 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Las Olas Capital Partners, LLC | Fort Lauderdale, FL | Jul 2018 - Current | 5 |
| Las Olas Capital Advisors, LLC | Fort Lauderdale, FL | Aug 2015 - Current | 8 |
| Capital Guardian, LLC | Fort Lauderdale, FL | Aug 2015 - May 2017 | 1 |
| Ubs Financial Services Inc. | Fort Lauderdale, FL | May 2008 - Aug 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1992 |
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- FL
- TX
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Total Assets Under Management374MILLIONS
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Total Number of Accounts33ACCOUNTS
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Average Account Value$11,328,243
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, TX
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