Paul Wankmueller (CRD# 4679607) is an Investment Advisor Representative working at Rfg Advisory, LLC in Palm Beach, FL and has over 20 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rfg Advisory, LLC | Birmingham, AL | Nov 2023 - Current | < 1 |
| Martin Fund Management | Palm Beach, FL | Mar 2023 - Nov 2023 | < 1 |
| Unemployed | Palm Beach, FL | Jan 2023 - Mar 2023 | < 1 |
| Blue Line Futures | Chicago, IL | Sep 2021 - Jan 2023 | 1 |
| Unemployed | Atlanta, GA | Feb 2021 - Sep 2021 | < 1 |
| Intercontinental Exchange | Atlanta, GA | Jan 2013 - Feb 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- AL
- TX
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Total Assets Under Management3,859MILLIONS
-
Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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