Paul Flather (CRD# 1417690) is an Investment Advisor Representative working at Hermes Advisors LLC in Rancho Santa Fe, CA and has over 37 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hermes Advisors LLC | Rancho Santa Fe, CA | Sep 2016 - Current | 7 |
| Palisade Capital Management LLC | Fort Lee, NJ | Dec 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- CA
-
Total Assets Under Management72MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$71,954,358
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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