Paul Timothy Lenser
Professional Summary
Paul Timothy Lenser was a registered financial advisor. Paul was a previously registered financial professional and started their career in finance 2005 - 2016. Paul had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
AFFINITY WEALTH PLANNING | WESTLAKE FINANCIAL MANAGEMENT | WESTERN WEALTH MANAGEMENT | WEALTH PLANNING GROUP | VIREN AND ASSOCIATES | TURNING LEAF FINANCIAL GROUP | THE STEPHENSON COMPANY | THE FINANCIAL SERVICES NETWORK | STRATEGIC WEALTH ADVISORS GROUP, INC. | STRATEGIC WEALTH ADVISORS GROUP | STADJUHAR WEALTH STRATEGISTS | SONOMA COUNTY WEALTH ADVISORS | SMITH & KOBRIN | SLANKSTER FINANCIAL | SELECT WEALTH ADVISORS | SCHNEIDER FINANCIAL ADVISORS | ROCCO & ASSOCIATES WEALTH MANAGEMENT | RG FINANCIAL PARTNERS | RETIREMENT WEALTH ADVISORS, INC. | RENAISSANCE WEALTH MANAGEMENT GROUP, LLC | RENAISSANCE WEALTH MANAGEMENT | RAU FINANCIAL STRATEGIES | RAHN WEALTH MANAGEMENT | PURPOSE FINANCIAL ADVISORS | NURTURED WEALTH | NEW SPRING FINANCIAL PLANNING | MULTIGEN WEALTH SERVICES | MILLS WEALTH MANAGEMENT GROUP | MERCER PUTNEY FINANCIAL ADVISORS | MARSHALL WEALTH MANAGEMENT GROUP | LIGHTHOUSE STRATEGIC ADVISORS | LEGACY PLANNERS | KUTSURELIS AND MILLER | KUHLMANN ASSOCIATES FINANCIAL | KUBIN FINANCIAL SERVICES | KLEIN INVESTMENT STRATEGIES | JBT FINANCIAL | INTEGRITY FINANCIAL SERVICES | INTEGRITY CAPITAL WEALTH MANAGEMENT, LLC | GRP WEALTH STRATEGIES GROUP | GROOMS WEALTH MANAGEMENT, LLC | GOOD HARBOR FINANCIAL | GIORDANO WEALTH MANAGEMENT GROUP, LLC | FRANK DEPTOLA AND ASSOCIATES | FORONJY FINANCIAL | FISKE FINANCIAL STRATEGIES | FINANCIAL PLANNING ADVISORY SERVICES | EQUITY DEVELOPMENT | DYNAMIC CAPITAL MANAGEMENT | DFG WEALTH ADVISORS | DALE Q. RICE INVESTMENT MANAGEMENT | COMMON SENSONOMICS WEALTH MANAGEMENT | COLORADO WEST INVESTMENTS INC. | CLARK BENEFITS | CLARITY FINANCIAL PLANNING AND CLARITY WEALTH MANAGEMENT | CENTER FOR FINANCIAL MANAGEMENT | CAMINO ADVISORS | BROWN FINANCIAL SERVICES, GROUP | BIG TREES WEALTH MANAGEMENT | BELLWETHER FINANCIAL SERVICES | AQUARIS WEALTH MANAGEMENT, LLC | ANACORTES FINANCIAL ASSOCIATES | AMERICAN FINANCIAL ADVISORS | AMA WEALTH MANAGEMENT
Contact Information
Main Address
411 Borel Avenue, Suite 620, San Mateo, CA 94402Documents
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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