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Paul Curtis Spitzer

ADVANCED PRACTICE ADVISORS, LLC·LA QUINTA, California
Series 7, Series 9, Series 10, Series 24, Series 63, Series 6523 years registeredADVANCED PRACTICE ADVISORS, LLC
78010 MAIN STREET, LA QUINTA, CA 92253CRD# 1814817Firm CRD# 154084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Curtis Spitzer · LA QUINTA, CA
Registration
CRD #1814817 · ADVANCED PRACTICE ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: ADVANCED PRACTICE ADVISORS, LLC
ONESEVEN
Jun 2024 – Jun 2024
Prescott, AZ
CURTIS CAPITAL, LLC
Mar 2024 – Dec 2025
PRESCOTT, AZ
INGHAM WEALTH MANAGEMENT, INC
Jul 2020 – Mar 2024
La Quinta, CA
ADVANCED PRACTICE ADVISORS, LLC
Jun 2010 – Jan 2021
LA QUINTA, CA
CONCERT WEALTH MANAGEMENT, INC.
Feb 2009 – Dec 2010
SAN DIEGO, CA
WACHOVIA SECURITIES, LLC
May 2003 – Feb 2009
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 9
Series 10
Series 24
Series 63
Series 65
Registration record
First registered · May 12, 2003
Years registered · 23
03

Disclosure History

2021Regulatory·Final
2003Customer Dispute·Settled
1998Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
ADVANCED PRACTICE ADVISORS, LLC
CRD 154084 · SEC 801-71514
AUM
$21M
Regulatory assets under management
Employees
2
88 client accounts
Services offered by ADVANCED PRACTICE ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ADVANCED PRACTICE ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Paul Curtis Spitzer offer?
Paul Curtis Spitzer specializes in Investment Management, Fee-Only Advisory.
What are Paul Curtis Spitzer's credentials?
Paul Curtis Spitzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Curtis Spitzer located?
Paul Curtis Spitzer is based in LA QUINTA, California, last registered with ADVANCED PRACTICE ADVISORS, LLC.
How does Paul Curtis Spitzer charge for services?
Paul Curtis Spitzer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVANCED PRACTICE ADVISORS, LLC?
ADVANCED PRACTICE ADVISORS, LLC has approximately 2 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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