Paul A. Meyerhoff

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CRD#: 2797997

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 Alan Meyerhoff, CFP® was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1996. Paul had worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Past

January 17, 2024 - January 5, 2026

PURE FINANCIAL ADVISORS, LLC

RIA

CRD#: 144316

SAN DIEGO, CA

Past

February 16, 2006 - March 25, 2024

SYMPHONY FINANCIAL PLANNING LLC

RIA

CRD#: 137885

DAVIS, CA

Past

October 31, 2005 - April 3, 2006

OSAIC SERVICES, INC.

CRD#: 133763

SACRAMENTO, CA

Past

May 20, 2004 - March 22, 2006

TRUE WAVE WEALTH PLANNERS

RIA

CRD#: 130163

SACRAMENTO, CA

Past

July 9, 2002 - December 31, 2004

GREGORY ALAN LUCAS/GREGORY LUCAS FINANCIAL PLANNING

RIA

CRD#: 113652

SACRAMENTO, CA

Past

July 1, 2002 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

October 3, 1996 - June 20, 2002

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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).

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.

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: 4/8/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/1/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/1/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

204

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts	7,509
AUM (Assets Under Management)	$ 11,054,059,366

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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Advisor Monitoring

Firm Stability Insights

Paul A. Meyerhoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SYMPHONY FINANCIAL PLANNING LLC

OSAIC SERVICES, INC.

TRUE WAVE WEALTH PLANNERS

GREGORY ALAN LUCAS/GREGORY LUCAS FINANCIAL PLANNING

SUNAMERICA SECURITIES, INC.

LUTHERAN BROTHERHOOD SECURITIES CORP.

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2002

Series 63

Date: 10/1/1996

Series 7

Date: 2/1/2002

Series 6

Date: 10/1/1996

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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