Paul Schrette (CRD# 1447914) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Coeur D'alene, ID and has over 17 years of experience in the finance industry.
CRD# 1341565
D.a. Davidson & Company
CRD# 4410751
Centaurus Financial, Inc.
CRD# 6408097
Interfund Management Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Avenue Securities, Inc. | Lewiston, ID | Aug 2012 - Current | 11 |
| Sklf, LLC | Lewiston, ID | Feb 2007 - Current | 17 |
| Schrette & Lee Wealth Management (dba) | Lewiston, ID | May 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | May 2009 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ID
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Total Assets Under Management1,824MILLIONS
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Total Number of Accounts13,989ACCOUNTS
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Average Account Value$130,398
- A percentage of assets under your management
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