Paul Autodore (CRD# 6394436) is an Investment Advisor Representative working at Zinnia Wealth Advisory, LLC in Ocala, FL and has 1 year of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 3271499
Raymond James & Associates, Inc.
CRD# 6436659
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zinnia Wealth Management | Ocala, FL | May 2022 - Current | 2 |
| Zinnia Wealth Advisory, LLC | Ocala, FL | May 2022 - Current | 2 |
| Bankers Life Securities, Inc. | Sarasota, FL | May 2016 - May 2022 | 6 |
| Bankerslife | Sarasota, FL | Sep 2011 - May 2022 | 10 |
| Proequities Inc. | Sarasota, FL | Aug 2014 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- FL
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts898ACCOUNTS
-
Average Account Value$120,652
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL
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