Paul TewesCRD Number: 4436072
Current Firm: Level Four Advisory Services
Paul Tewes (CRD# 4436072) is an Investment Advisor Representative working at Level Four Advisory Services in Springfield, IL and has over 15 years of experience in the finance industry.
Cetera Investment Advisers LLC
Wells Fargo Advisors, LLC
Cetera Advisor Networks LLC
|Lpl Financial, LLC||Pleasant Plains, IL||Jun 2016 - Current||< 1|
|Level Four Advisory Services||Springfield, IL||Jun 2012 - Current||4|
|Wells Fargo Advisors||Springfield, IL||Aug 2012 - Jun 2016||3|
|Axa Advisors, LLC||New York, NY||Aug 2001 - Aug 2012||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,313MILLIONS
Total Number of Accounts5,717ACCOUNTS
Average Account Value$229,697
- 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)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI
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