Paul Bianchi (CRD# 2869570) is an Investment Advisor Representative working at Prossimo Advisors LLC in San Luis Obispo, CA and has over 24 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bancwest Investment Services | San Francisco, CA | Aug 2012 - Apr 2017 | 4 |
| Bank Of The West | San Francisco, CA | Mar 2011 - Apr 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
- CA
- TX
-
Total Assets Under Management175MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$2,086,752
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
CA, TX
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