Unclaimed Profile

Paul William Botte

PETIX & BOTTE COMPANY·LA MESA, California

SIE, Series 7, Series 63CFPClean record26 years registeredPETIX & BOTTE COMPANY

7777 ALVARADO ROAD, LA MESA, CA 91942CRD# 1305108Firm CRD# 170020

Profile Verification

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

Identity

Paul William Botte · LA MESA, CA

Registration

CRD #1305108 · PETIX & BOTTE COMPANY · 26 years registered

Brand Profile

Not yet started

Career History

PETIX & BOTTE FINANCIAL

Jan 2024 – present

PETIX & BOTTE FINANCIAL

May 2014 – Dec 2023

LA MESA, CA

LPL FINANCIAL LLC

Nov 1999 – Oct 2015

LA MESA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · November 23, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETIX & BOTTE COMPANY

CRD 170020 · SEC 801-79597

AUM

$330M

Regulatory assets under management

Employees

731 client accounts

Services offered by PETIX & BOTTE COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PETIX & BOTTE COMPANY →

Introduction

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Frequently Asked Questions

What services does Paul William Botte offer?

Paul William Botte specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA MESA, California for a consultation.

What are Paul William Botte's credentials?

Paul William Botte holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul William Botte located?

Paul William Botte is based in LA MESA, California, working with PETIX & BOTTE COMPANY. Their office serves clients in the LA MESA metropolitan area and surrounding communities.

How does Paul William Botte charge for services?

Paul William Botte'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 PETIX & BOTTE COMPANY?

PETIX & BOTTE COMPANY has approximately 3 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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