Financial advisers in Atascadero, California
3 profiles with reported offices in Atascadero, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Paul ParottiCEO/CCOPaul & Co. Wealth ManagementCRD 5484427
Christopher CoatesInvestment adviser representativeSWMGCRD 6281200- Sarah AndersonInvestment adviser representativePaul & Co. Wealth ManagementCRD 7586754
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.