Paul Edward Fritch

Employer firm

Paul Edward Fritch Cpa CRD 308973

$2.37M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2008 → 05/2020
  Wbb Securities, Llc
  San Diego, CA
• 04/2020 → Present
  Paul Edward Fritch Cpa
  Granada Hills, CA
• 06/2008 → 05/2020
  Wbb Securities, Llc
  San Diego, CA

Previous Registrations

• 2008-06-20 → 2020-05-06
  Wbb Securities, Llc
  Cranford, NJ
  Cranford, NJ
  Lakeside, CA
  Granada Hills, CA
• 2007-07-26 → 2008-04-30
  B. Riley Wealth Advisors, Inc.
  Granada Hills, CA
• 2007-05-03 → 2007-07-12
  Brookstreet Securities Corporation
  San Juan Capistrano, CA
  Granada Hills, CA
• 2000-04-10 → 2004-07-14
  Avantax Advisory Services
  Granada Hills, CA

Other Businesses

Paul Edward Fritch is a Certified Public Accountant in the State of California. , CPA PRINCIPAL,SOLE PROPRIETOR.100% OWNERSHIP. INC TAXES,TAX ADVISORY,ACCOUNTING,BOOKKEEPING,MANAGEMENT SERVICES. APPROX 140 HRS PER MO.$40,000 PER YR COMPENSATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-23
• S63 Uniform Securities Agent State Law Examination
  1999-08-11

Other Names

• Paul E Fritch