Paul Eiting, financial advisor Lincoln NE
93 score

Paul Eiting

CRD Number: 5619347
Current Firm: Advice And Planning Services

Paul Eiting (CRD# 5619347) is an Investment Advisor Representative working at Advice And Planning Services in Lincoln, NE and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Lincoln, NE Aug 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Lincoln, NE Aug 2015 - Current 1
Td Ameritrade Omaha, NE Nov 2008 - Jul 2015 6
Amerivest Investment Management, LLC Omaha, NE Jan 2009 - Dec 2014 5
Unemployed Omaha, NE Oct 2008 - Nov 2008 < 1
Diversified Financial Services, LLC Omaha, NE Jan 2007 - Sep 2008 1
Unemployed Omaha, NE Mar 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Paul C. Eiting
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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