Eugene Paquette
Eugene Paquette is a registered investment advisor at Cetera Investment Advisers LLC, based in Bolingbrook, IL, with 42 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
852 Tam O'Shanter Circle, Bolingbrook, IL, 60440
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eugene is a sole proprietor and financial advisor at Paquette Financial Services since 1990, providing investment and retirement planning and assisting with health insurance needs, taking nearly full-time hours. He also prepares simple tax returns for a few elderly clients per year, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
Mony Securities CORP.Broker
Comprehensive Financial Planning Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
First Affiliated Securities, INC.Broker
Lincoln National Pension Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.