Paul Elbert Lentini

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Naples, FL
• 11/2016 → 08/2018
  Wells Fargo Clearing Services, Llc
  Naples, FL
• 08/2018 → Present
  Raymond James & Associates, Inc
  Clearwater, FL

Previous Registrations

• 2003-07-01 → 2018-08-09
  Wells Fargo Clearing Services, Llc
  Land O'LAkes, FL
  Naples, FL
  Naples, FL
• 2001-05-09 → 2003-07-01
  Prudential Equity Group, Llc
  Naples, FL

Other Businesses

1. LEO Family Fun Day, Inc - Port Richey, FL Nature of the Business: Board Member/Officer/Director Position/Title: Director Investment Related:No Start Date: 08/28/2018 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Board member. Plan and execute a family fun day each spring for law enforcement officers and their families in and around Pasco County. The event raises money which is donated to the Pasco County Fallen LEO Memorial foundation. 2.Name of Business : POA for Mother Address: Hudson, FL Nature of the Business: POA/Personal Representative Position/Title: POA/Personal Representative Investment Related: Yes Start Date: 09/05/2019 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: power of attorney

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-11
• S63 Uniform Securities Agent State Law Examination
  2001-05-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant