Paul Tanner, financial advisor Fort Lauderdale FL
83 score

Paul Tanner

CRD Number: 1147061
Current Firm: Las Olas Capital Advisors, LLC

Paul Tanner (CRD# 1147061) is an Investment Advisor Representative working at Las Olas Capital Advisors, LLC in Fort Lauderdale, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Guardian, LLC Fort Lauderdale, FL Aug 2015 - Current 1
Las Olas Capital Advisors, LLC Fort Lauderdale, FL Aug 2015 - Current 1
Ubs Financial Services Inc. Fort Lauderdale, FL May 2008 - Aug 2015 7
Lehman Brothers Inc. Palm Beach, FL May 2004 - May 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Mar 1992
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. Tanner
Phone Number: 954-289-4686
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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