Paul Lassalle (CRD# 5384955) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Livermore, CA and has over 16 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Livermore, CA | May 2019 - Current | 4 |
| Pensionmark Securities, LLC | Santa Barbara, CA | Jul 2018 - May 2019 | < 1 |
| Pensionmark Financial Group, LLC | Santa Barbara, CA | Jul 2018 - May 2019 | < 1 |
| Lpl Financial, LLC | San Mateo, CA | Jan 2017 - Jun 2018 | 1 |
| Global Retirement Partners | San Mateo, CA | Oct 2016 - Jun 2018 | 1 |
| Sequoia Consulting Group | San Mateo, CA | Oct 2016 - Dec 2016 | < 1 |
| Fidelity Investments | Livermore, CA | Mar 2015 - Oct 2016 | 1 |
| Fidelity Investments | Dublin, CA | Oct 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
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- CA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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