Paul Botte, financial advisor La Mesa CA
96 score

Paul Botte

CRD Number: 1305108
Current Firm: Petix & Botte Financial

Paul Botte (CRD# 1305108) is an Investment Advisor Representative working at Petix & Botte Financial in La Mesa, CA and has over 31 years of experience in the finance industry. Paul Botte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Thomas Blottenberger, financial advisor La Mesa CA
Thomas E. Blottenberger
CRD# 5769283
Park Avenue Securities LLC
Similar Advisors
Thomas Brenner, financial advisor La Mesa CA
Thomas Brenner
CRD# 4458594
Nautilus Advisors LLC
Similar Advisors
John O'Reilly, financial advisor La Mesa CA
John J. O'Reilly
CRD# 5212515
O'reilly Wealth Advisors
Professional Designations
Company Name Location Dates Years
Petix & Botte Company La Mesa, CA May 2014 - Current 2
Lpl Financial, LLC La Mesa, CA Nov 1999 - Current 16
Tax & Financial Services Company, Inc. La Mesa, CA Aug 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
Contact Info for Paul W. Botte
Phone Number: 619-698-6500
Registered State(s):
  • CA
  • TX
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Paul Botte and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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.