PH
CFP
PH
CFP

Paul Francis Heising

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$953.8M

Fee Structure

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Location

21250 Hawthorne Blvd #560, Torrance, CA, 90503

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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 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
January 2024 - Present · 2 yrs 1 mo
Clg LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - December 2023 · 6 mos
Cetera Advisor Networks LLC
June 2003 - June 2023 · 20 yrs
Cetera Advisor Networks LLCBroker
June 2002 - December 2023 · 21 yrs 6 mos
State Registrations12 states
CACOIDLAMDMONCOHORSCTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.