Paul Raymond Weber

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 05/2015 → Present
  Weber Financial Llc
  Ormond Beach, FL
• 04/2015 → 02/2017
  Ohio National Financial Services
  Cincinnati, OH
• 07/2016 → 02/2017
  The O.N. Equity Sales Company
  Cincinnati, OH
• 02/2017 → 06/2024
  Securities America, Inc.
  Ormond Beach, FL
• 06/2017 → 06/2024
  Securities America Advisors
  Ormond Beach, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Antonio, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Antonio, TX

Previous Registrations

• 2017-06-12 → 2024-06-14
  Securities America Advisors, Inc.
  Ormond Beach, FL

Other Businesses

1. Weber Financial LLC - DBA Position: Sales and Support Nature: Life Insurance sales Investment Related: No Hours: 20 Securities Trading Hours: 20 Start Date: 4/2015 Address: 154 Davis Court, San Antonio, TX 78209

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-06-22
• S65 Uniform Investment Adviser Law Examination
  2017-05-26

Other Names

• Paul Weber