Paul D. Hewitt
Professional summary
Paul Donald Hewitt is a registered financial advisor currently at OPTIMUS ADVISORY GROUP located in Irvine, California.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Paul has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Donald Hewitt's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 12, 2008 - Present
OPTIMUS ADVISORY GROUP
Office #1: 6 Venture Suite 200, Irvine, CA 92618February 24, 2006 - November 5, 2009
PARKLAND SECURITIES, LLC
May 2, 1994 - February 24, 2006
OSAIC WEALTH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/12/2008)
(10/27/2021)
(6/2/2017)
Exams
Current Firm
OPTIMUS ADVISORY GROUP
CRD#: 111239 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 336 |
| AUM (Assets Under Management) | $ 40,800,000 |
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.
