Paula Traber, financial advisor Escondido CA
93 score

Paula Traber

CRD Number: 4618185
Current Firm: Paula Traber Financial Services LLC

Paula Traber (CRD# 4618185) is an Investment Advisor Representative working at Paula Traber Financial Services LLC in Escondido, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Paula Traber Financial Services LLC Escondido, CA Oct 2016 - Current 1
Paula W. Traber, Cpa Escondido, CA Jan 1990 - Current 28
Independent Financial Group San Diego, CA May 2013 - Oct 2016 3
Hornor, Townsend & Kent Inc. Horsham, PA Oct 2009 - Jul 2011 1
Penn Mutual Life Ins Co Horsham, PA Oct 2009 - Jul 2011 1
Penn Mutual Life Ins Co Horsham, PA Aug 2004 - Jun 2008 3
Hornor, Townsend & Kent Inc. Horsham, PA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Nov 2004
Contact Info for Paula W. Traber
Phone Number: 760-744-4553
Registered State(s):
  • CA
Current Firm Details
Paula Traber Financial Services LLC
Firm's CRD Number: 285665
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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