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Paul C. Pennington

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CRD#: 1249866
PP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Charles Pennington was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1984. Paul had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 30, 2019 - May 4, 2022

PAUL C PENNINGTON

RIA
CRD#: 299077
ORANGEVALE, CA
Past

December 15, 2014 - May 18, 2018

JOURNEY ADVISORY GROUP, LLC

RIA
CRD#: 171919
GOLD RIVER, CA
Past

January 5, 2005 - December 17, 2014

PENNINGTON FINANCIAL GROUP

RIA
CRD#: 108478
GOLD RIVER, CA
Past

April 1, 1991 - November 29, 2004

PENNINGTON FINANCIAL GROUP

RIA
CRD#: 108478
GOLD RIVER, CA
Past

November 19, 1989 - October 27, 2004

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

December 24, 1987 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

April 18, 1984 - December 24, 1987

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/2/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/25/1988
General Securities Principal Examination

Current Firm


PC
PAUL C PENNINGTON
PAUL C PENNINGTON | PENNINGTON PAUL CHARLES | PAUL CHARLES PENNINGTON | PAUL C PENNINGTON, CFP

CRD#: 299077 / SEC#:

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Contact information


Main Address
Orangevale, CA
Mailing Address
Phone number
(916) 296-0923
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PAUL C PENNINGTON

CRD#: 299077

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