Unclaimed Profile

Paul Jeffrey Harteg

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC·ASHEVILLE, North Carolina

Series 7, Series 8, Series 63, Series 65Clean record23 years registeredDIXON HUGHES GOODMAN WEALTH ADVISORS LLC

500 RIDGEFIELD COURT, SUITE 100, ASHEVILLE, NC 28806CRD# 1303928Firm CRD# 109279

Profile Verification

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

Identity

Paul Jeffrey Harteg · ASHEVILLE, NC

Registration

CRD #1303928 · DIXON HUGHES GOODMAN WEALTH ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

FORVIS WEALTH ADVISORS, LLC

Jun 2022 – Jun 2023

Greenville, SC

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Jan 2017 – Aug 2022

Greenville, SC

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Mar 2004 – Dec 2016

GREENVILLE, SC

CRISP HUGHES EVANS FINANCIAL SERVICES

Apr 2003 – Oct 2004

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · April 25, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

CRD 109279 · SEC 801-58035

AUM

$2.2B

Regulatory assets under management

Employees

5,168 client accounts

Services offered by DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

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 DIXON HUGHES GOODMAN WEALTH ADVISORS 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 ASHEVILLE?

Browse all registered financial advisors in ASHEVILLE, North Carolina or claim this profile if it's yours.

Browse ASHEVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Jeffrey Harteg offer?

Paul Jeffrey Harteg specializes in Financial Planning, Investment Management.

What are Paul Jeffrey Harteg's credentials?

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

Where is Paul Jeffrey Harteg located?

Paul Jeffrey Harteg is based in ASHEVILLE, North Carolina, last registered with DIXON HUGHES GOODMAN WEALTH ADVISORS LLC.

How does Paul Jeffrey Harteg charge for services?

Paul Jeffrey Harteg'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 DIXON HUGHES GOODMAN WEALTH ADVISORS LLC?

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC has approximately 38 employees and manages $2.2B 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 →