Paul P. Sun
Professional summary
Paul Po-wen Sun, who also goes by Paul Powen Sun, is a registered financial advisor currently at SUNQUEST WEALTH MANAGEMENT, LLC located in North Wales, Pennsylvania.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Paul has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Po-wen Sun's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 13, 2013 - Present
SUNQUEST WEALTH MANAGEMENT, LLC
March 27, 2012 - September 30, 2013
ELLIS INVESTMENT PARTNERS, LLC
April 26, 2005 - April 3, 2012
CMS WEALTH MANAGEMENT
November 19, 2004 - November 1, 2006
EQUITY SERVICES, INC.
March 12, 1999 - August 6, 2004
CHARLES SCHWAB & CO., INC.
December 19, 1997 - January 15, 1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
December 19, 1997 - January 15, 1999
OSAIC FA, 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
(9/13/2013)
Exams
Current Firm
SUNQUEST WEALTH MANAGEMENT, LLC
CRD#: 168567 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 22,600,000 |
Red Flags
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