Paul Touchstone is a CFA-designated registered investment advisor, based in San Francisco, CA, with 19 years of industry experience.
Location
275 Sacramento Street, 8th Floor, San Francisco, CA, 94111
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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 a partner at Fort Point Capital Partners, dedicating full-time hours to management, relationship management, sales/marketing, and investments. He is also a member of New Fort Point Insurance Services, spending minimal time on owner/referral duties.
Employment History
Current Registrations
Uhlmann Price Securities, LLC
Uhlmann Price Securities, LLCBroker
Fort Point Capital Partners LLC
Previous Registrations
Gordian Investments, LLCBroker
Stratifi, LLC
Gordian Investments, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Stone & Youngberg LLCBroker
Stone & Youngberg LLC
Schroeder Capital Management, LLC
State Registrations28 states
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