Paul Heising is a CFP-designated registered investment advisor, based in Torrance, CA, with 23 years of industry experience.
Location
21250 Hawthorne Blvd #560, Torrance, CA, 90503
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is an IAR/Partner at CLG DBA Moran, Heising, & McElravey, LLC, spending full-time servicing existing clients and prospecting for new ones. He also works as an agent providing fixed insurance advice, dedicating minimal time to this activity, and is the President of Pegasus Wealth Management Inc., spending minimal time detailing and reporting income and expenses for tax purposes.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Clg LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations12 states
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