Paul Lafollette, financial advisor San Francisco CA
93 score

Paul Lafollette

CRD Number: 6045808
Current Firm: Intelligent Investor Financial Planning, LLC

Paul Lafollette (CRD# 6045808) is an Investment Advisor Representative working at Intelligent Investor Financial Planning, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

Similar Advisors
John McNertney, financial advisor San Francisco CA
John T. McNertney
CRD# 2289402
Polaris Greystone Financial Group, LLC
Similar Advisors
Jennifer Davis, financial advisor San Francisco CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Similar Advisors
Bill Martin, financial advisor San Francisco CA
Bill Martin
CRD# 1568084
Three Bell Capital LLC
Company Name Location Dates Years
Intelligent Investor Financial Planning, LLC San Francisco, CA Dec 2016 - Current 1
Ameriprise Financial Services, Inc. San Francisco, CA Mar 2012 - Dec 2016 4
Self Employed Minneapolis, MN May 2011 - Mar 2012 < 1
St Paul Chamber Orchestra St Paul, MN Oct 2009 - May 2011 1
Richmond Symphony Richmond, VA Mar 2003 - Sep 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for Paul S. Lafollette
Phone Number: (215) 868-4605
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Paul Lafollette and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.