Paul Quebec
Investment adviser representative at Simplicity Wealth
12 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Simplicity WealthDec 2024 to now
- Granite Rock Wealth ManagementJun 2024 to now
- Foundations Investment Advisors, LLCNov 2022 to May 2024
- Equity Services, Inc./esi Financial AdvisorsMar 2021 to Nov 2022
- Rise North CapitalFeb 2021 to Mar 2024
- Pruco Securities, LLC.Aug 2020 to Jan 2021
- The Prudential Insurance Company of AmericaAug 2020 to Jan 2021
- UnemployedJul 2020 to Aug 2020
- Cetera Investment Services LLCJun 2019 to Jun 2020
- Foresters Financial ServicesJun 2018 to Jun 2019
- Guardian Life Insurance CompanySep 2017 to May 2018
- Park Ave SecuritiesFeb 2015 to May 2018
- Guardian Life InsJul 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NH).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn 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
- 5676683
- Firm CRD
- 300572