Paul S. Lafollette
Professional summary
Paul Sumner Lafollette III, CFP®, who also goes by Paul Sumner Lafollette, Paul S Lafollette III, is a registered financial advisor currently at INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC located in San Francisco, California.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Paul has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Sumner Lafollette III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
February 21, 2017 - Present
INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC
October 30, 2015 - December 21, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
October 5, 2015 - December 21, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
September 17, 2013 - August 12, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
May 2, 2012 - August 12, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/21/2017)
(12/12/2023)
(10/16/2020)
Exams
Current Firm
INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC
CRD#: 286691 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 149 |
| AUM (Assets Under Management) | $ 26,983,224 |
Red Flags
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