Paul Podrid, financial advisor San Jose CA
96 score

Paul Podrid

CRD Number: 1294420
Current Firm: Securities America Advisors, Inc.

Paul Podrid (CRD# 1294420) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Jose, CA and has over 26 years of experience in the finance industry. Paul Podrid 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.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. San Jose, CA Dec 2016 - Current 1
Securities America Advisors San Jose, CA Dec 2016 - Current 1
Morgan Lev Financial Corp San Jose, CA Jan 1996 - Current 22
Paul A Podrid Palo Alto, CA Jun 1976 - Current 41
Foothill Securities Los Altos, CA May 2000 - Dec 2016 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
S65 NASAA Investment Advisors Law Examination Feb 1995
Contact Info for Paul A. Podrid
Phone Number: 402-399-9111
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    15,610
    MILLIONS
  • Total Number of Accounts
    105,891
    ACCOUNTS
  • Average Account Value
    $147,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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