Unclaimed Profile

Paul Alan Meyerhoff

SYMPHONY FINANCIAL PLANNING LLC·DAVIS, California

Series 6, Series 7, Series 63, Series 66Clean record24 years registeredSYMPHONY FINANCIAL PLANNING LLC

1784 PICASSO AVENUE, DAVIS, CA 95618-0551CRD# 2797997Firm CRD# 137885

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Alan Meyerhoff · DAVIS, CA

Registration

CRD #2797997 · SYMPHONY FINANCIAL PLANNING LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYMPHONY FINANCIAL PLANNING LLC

PURE FINANCIAL ADVISORS, LLC

Jan 2024 – Jan 2026

SAN DIEGO, CA

SYMPHONY FINANCIAL PLANNING LLC

Feb 2006 – Mar 2024

DAVIS, CA

LUCAS GROUP FINANCIAL PLANNERS, INC.

May 2004 – Mar 2006

SACRAMENTO, CA

GREGORY ALAN LUCAS/GREGORY LUCAS FINANCIAL PLANNING

Jul 2002 – Dec 2004

SACRAMENTO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · July 9, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYMPHONY FINANCIAL PLANNING LLC

CRD 137885 · SEC 801-113617

AUM

$189M

Regulatory assets under management

Employees

535 client accounts

Services offered by SYMPHONY FINANCIAL PLANNING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SYMPHONY FINANCIAL PLANNING LLC →

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DAVIS?

Browse all registered financial advisors in DAVIS, California or claim this profile if it's yours.

Browse DAVIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Alan Meyerhoff offer?

Paul Alan Meyerhoff specializes in Financial Planning, Investment Management.

What are Paul Alan Meyerhoff's credentials?

Paul Alan Meyerhoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Alan Meyerhoff located?

Paul Alan Meyerhoff is based in DAVIS, California, last registered with SYMPHONY FINANCIAL PLANNING LLC.

How does Paul Alan Meyerhoff charge for services?

Paul Alan Meyerhoff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYMPHONY FINANCIAL PLANNING LLC?

SYMPHONY FINANCIAL PLANNING LLC has approximately 7 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →