Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anthony Sullivan is a financial advisor with LPL Financial LLC, with offices in Healdsburg, CA. Paul has been in the financial services industry since June 2000. He has been registered with LPL Financial LLC since December 2012. Paul holds FINRA Series 63, Series 7, and Series 66 licenses. He is also a Certified Financial Planner. Paul has experience working with individuals, corporations, businesses, trusts, and non-profits. He specializes in investment planning and advice. Paul is committed to providing his clients with the highest level of personalized service and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
12/19/2012 - Present
LPL Financial LLC (HEALDSBURG CA)
CA
06/23/2000 - 12/20/2012
EDWARD JONES (HEALDSBURG CA)
BOTH
Issued 01/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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