Paul
Leone
Mariner Independent
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About this Advisor
Paul Leone is a financial advisor based in Corona, California, working with Mariner Independent. Paul has previously held positions at World Group Securities, Paul Leone Insurance, Care Plus Insurance Marketing, Trilogy Financial Services Inc, Trilogy Capital, Inc, Lpl Financial, LLC, National Planning Corporation, Wealthplan Partners, Inc, and Strategic Wealth Advisors Group. Paul has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Paul is part of Mariner Independent, which operates out of Corona, California. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$8,146,610,014
184
27,977
$291,190
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paul Leone Work History
Lpl Financial, LLC
Strategic Wealth Advisors Group
Trilogy Capital, Inc
Wealthplan Partners, Inc
Trilogy Financial Services Inc
National Planning Corporation
Care Plus Insurance Marketing
World Group Securities
Paul Leone Insurance
Disclosures
Please visit the SEC profile of Paul Leone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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