Paul DrescherCRD Number: 1089893
Current Firm: Foothill Securities, Inc.
Paul Drescher (CRD# 1089893) is an Investment Advisor Representative working at Foothill Securities, Inc. in Soquel, CA and has over 19 years of experience in the finance industry. Paul Drescher 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.
Opes Advisors, Inc.
Moneywise Financial Advisors
Nexus Wealth Advisors, LLC
|Advisor's Choice Insurance Sales||Soquel, CA||Sep 2015 - Current||1|
|Foothill Securities, Inc.||Soquel, CA||Mar 1999 - Current||17|
|Alice St. Rental House Santa Cruz||Santa Cruz, CA||Aug 1987 - Current||29|
|Self- Employed||Soquel, CA||Feb 1985 - Current||31|
|Magneuro Self Realization Center||Santa Cruz, CA||Dec 2012 - Dec 2014||2|
|Wsv Big Island Condo Vacation Rental||Kailua-kona, HI||Jul 2002 - May 2014||11|
|Gogo Cast||Cranston, RI||Oct 2011 - Dec 2012||1|
|Rsportz, Inc. (aka Swoshdot, Inc.)||Hawthorne, NJ||Aug 2006 - Dec 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1997|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management1,158MILLIONS
Total Number of Accounts6,953ACCOUNTS
Average Account Value$166,522
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI
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