Paul M. Wendee & Associates, LLC

Paul M. Wendee & Associates, LLC (CRD# 119049) is a financial advisory firm headquartered in Dana Point, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Paul M. Wendee & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul M. Wendee
CRD#: 1105573
Capistrano Beach, CA
93
Wealthminder
score

Paul Wendee (CRD# 1105573) is an Investment Advisor Representative working at Paul M. Wendee & Associates, LLC in Capistrano Beach, CA and has over 33 years of experience in the finance industry.

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