Paul Barnum (CRD# 7420159) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 2 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Feb 2024 - Current | < 1 |
| Sovran Advisors Llc - Crd 329415 | Costa Mesa, CA | Feb 2024 - Current | < 1 |
| Mml Investors Services, LLC | Costa Mesa, CA | Nov 2022 - Feb 2024 | 1 |
| Massmutual Life Insurance Company | Costa Mesa, CA | Oct 2022 - Feb 2024 | 1 |
| Cal State University, Fullerton | Fullerton, CA | Aug 2020 - Feb 2024 | 3 |
| Mwa Financial Services Inc. | Rock Island, IL | May 2021 - Nov 2022 | 1 |
| Modern Woodmen Of America | Rock Island, IL | Mar 2021 - Nov 2022 | 1 |
| Ralphs Grocery Company | Foothill Ranch, CA | Feb 2016 - Oct 2020 | 4 |
| Villa Del Sol Apartments | Anaheim, CA | Nov 2019 - Mar 2020 | < 1 |
| Irvine Valley College | Irvine, CA | Aug 2016 - May 2019 | 2 |
| John F. Kennedy High School | La Palma, CA | Aug 2012 - May 2016 | 3 |
| Stater Bros. Markets | Buena Park, CA | Mar 2015 - Jan 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
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
-
Total Assets Under Management842MILLIONS
-
Total Number of Accounts3,480ACCOUNTS
-
Average Account Value$241,832
- 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)
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
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 derived from SEC.gov data covering 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.
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.