PP
CFP
PP
CFP

Pavlos Panagopoulos

39 Years of Experience
Albuquerque, NM
2 DisclosuresBrokerSells Insurance

Pavlos Panagopoulos is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Albuquerque, NM, with 39 years of industry experience. Pavlos 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

11000 Spain Road NE, Building E, Albuquerque, NM, 87111

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History

Regulatory History (2)
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Customer Dispute
June 2009
Denied
Customer Dispute
May 2009
Denied
Other Business ActivitiesSells Insurance

Pavlos is involved in several outside business activities, including fixed insurance sales (disability, annuities, LTC, and property & casualty), owning Panagopoulos Insurance Agency (taking minimal time), and real estate investment and management as a managing partner of Panagoppulos Enterprises LLC. He also serves as a representative for Choice Financial Group, president of Order of AHEPA 501, and managing partner of Pavlos Panagopoulos, LLC for tax purposes.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
October 1986 - Present · 39 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2005 - June 2023 · 18 yrs 4 mos
Westmark Financial Services CorporationBroker
October 1986 - November 1986 · 1 mo
State Registrations28 states
ALAZCACODEFLGAIDMAMDMEMNMOMTNCNMNVNYOKPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Pavlos Panagopoulos - Financial Advisor | TrueAdvisor