Paul L. Wildberger

INTEGRITY PRIVATE WEALTH ADVISORS

DALLAS, TX 75225

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CRD#: 2445382

Professional summary

Paul Leroy Wildberger, CFP® is a registered financial advisor currently at INTEGRITY PRIVATE WEALTH ADVISORS, LLC located in Dallas, Texas.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Paul has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Paul Leroy Wildberger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

November 9, 2018 - Present

INTEGRITY PRIVATE WEALTH ADVISORS, LLC

Office #1: 5956 Sherry Ln Suite 2000, Dallas, TX 75225

RIA

CRD#: 299046

DALLAS, TX

Past

September 17, 2014 - November 20, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

DALLAS, TX

Past

September 17, 2014 - November 20, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

DALLAS, TX

Past

May 6, 2009 - November 19, 2009

WFG ADVISORS, LP

RIA

CRD#: 125073

DALLAS, TX

Past

April 14, 2009 - November 3, 2009

WFG INVESTMENTS, INC.

CRD#: 22704

DALLAS, TX

Past

July 29, 2003 - April 16, 2009

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

September 10, 2001 - August 1, 2003

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/9/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/10/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/20/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/25/2005

General Securities Principal Examination

Current Firm

INTEGRITY PRIVATE WEALTH ADVISORS, LLC

CRD#: 299046 / SEC#: 801-114231

RIA

Registered Investment Advisory firm - (4/26/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/18/2019 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5956 Sherry Ln Suite 2000, Dallas, TX 75225

Mailing Address

Phone number

(214) 729-1460

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	90
AUM (Assets Under Management)	$ 35,399,000

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.

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Firm Stability Insights

Paul L. Wildberger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Leroy Wildberger's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

1ST GLOBAL CAPITAL CORP.

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/10/2014

Series 63

Date: 9/20/2001

SIE

Date: 10/1/2018

Series 7

Date: 9/17/2014

Series 24

Date: 7/25/2005

Current Firm

INTEGRITY PRIVATE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY PRIVATE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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