Paul Dedora, financial advisor Napa CA

Paul Dedora

CRD Number: 2721762
Current Firm: Dedora Capital, Inc.

Paul Dedora (CRD# 2721762) is an Investment Advisor Representative working at Dedora Capital, Inc. in Napa, CA and has over 27 years of experience in the finance industry. Paul Dedora 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.

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Professional Designations
Company Name Location Dates Years
Dedora Capital, Inc. Napa, CA Jan 2024 - Current < 1
Dedora Capital, Inc. Napa, CA Jun 2015 - Jan 2024 8
Purshe Kaplan Sterling Investments Albany, NY Jun 2015 - Nov 2021 6
Wells Fargo Advisors Financial Network LLC Napa, CA May 2009 - Jun 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Paul J. Dedora
Phone Number: 707-253-0681
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    425
    MILLIONS
  • Total Number of Accounts
    1,260
    ACCOUNTS
  • Average Account Value
    $337,075
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, CO, LA, NV, OR, TX, WA

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