Bette lynn Paez
Investment adviser representative at Warner Wealth
31 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$458.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Warner WealthAug 2023 to now
- LPL FinancialAug 2023 to now
- Self-employedJan 1995 to now
- Parkland Securities, LLCAug 2014 to Aug 2023
- SpcDec 2010 to Aug 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CT).
Warner Wealth
Legal name: Warner Group LLC
$458.5MAssets managed
758Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4377915
- Firm CRD
- 334877