PM
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Paul Mcbeth

30 Years of Experience
Pittsburgh, PA
Broker

Paul Mcbeth is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 30 years of industry experience. Paul 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

600 Waterfront Dr Ste 210, Pittsburgh, PA, 15222

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paul is a partner in GLM Acquisitions, a real estate holding company, spending minimal time per week. He is also a partner in Lewis, McBeth & D'Ambrosio, an expense management entity, dedicating a few hours per week. Additionally, Paul works as a financial professional for Intergen Advisors, spending about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
December 2020 - March 2024 · 3 yrs 3 mos
Sagepoint Financial, INC.
June 2011 - December 2020 · 9 yrs 6 mos
Sagepoint Financial, INC.Broker
October 2008 - December 2020 · 12 yrs 2 mos
American General Securities IncorporatedBroker
June 2001 - October 2008 · 7 yrs 4 mos
The Advisors Group, INC.Broker
June 1995 - June 2001 · 6 yrs
State Registrations20 states
AZCOCTDCDEFLGAILMDMENHNJNMNYOHPASCTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Paul Mcbeth - Financial Advisor | TrueAdvisor