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Paula Wilbur Traber

Paula Traber Financial Services LLC

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About Paula Wilbur Traber

Paula Wilbur Traber is an investment advisor representative with Paula Traber Financial Services LLC, located in Escondido, California. Paula has been in the industry since January 2003 and has held prior positions at Independent Financial Group, LLC and Hornor, Townsend & Kent, Inc. Paula holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE. Paula's firm provides financial planning services, as well as portfolio management for individuals. Paula is also a CPA.

Firm Information

Paula Traber is currently registered with Paula Traber Financial Services LLC. Paula Traber Financial Services LLC is a financial advisory firm located in [Redacted] that provides selection of other advisors services. The firm has one investment adviser representative and has reported 0 clients.

Not reported

Assets Under Management

25

Total Clients

1

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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other

Firm receives a solicitor's fee from third-party managers

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Paula Traber’s Registration & Firm History

CA

12/09/2016 - Present

Paula Traber Financial Services LLC (ESCONDIDO CA)

CA

05/15/2013 - 10/21/2016

INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)

CA

10/16/2009 - 07/13/2011

HORNOR, TOWNSEND & KENT, INC. (ESCONDIDO CA)

CA

08/16/2004 - 06/02/2008

HORNOR, TOWNSEND & KENT, INC. (ESCONDIDO CA)

MN

01/06/2003 - 08/03/2004

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 11/03/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/04/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paula Wilbur Traber.
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