PM
PM

Paul Lawrence Moffat

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
437 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Location

8876 Spanish Ridge Ave, Suite 202, Las Vegas, NV, 89148-1303

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Paul is a licensed insurance agent selling insurance products to RIA clients, dedicating about 10-20% of his time to this activity. He also owns a pest control company and real estate ventures, but does not spend time on their management, and is a trustee at Southern Virginia University, dedicating a few hours per week.

Employment History
Current Registrations
Arista Wealth Management, LLC
August 2006 - Present · 19 yrs 6 mos
Previous Registrations
Clearwater Wealth Management
November 2004 - January 2008 · 3 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 1999 - November 2004 · 5 yrs 6 mos
State Registrations3 states
AZNVTX
Advisor
Exams
No exam information available for this advisor.