Paul Purcell
Paul Purcell is a registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 29 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
Firm Size
IM Fee
Assets Under Management
Location
5307 West Hwy 290 Bldg 2, Ste 1, Austin, TX, 78735
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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
Paul sells various insurance products, including life, health, disability, annuities, and long-term care insurance. He also owns and manages a sports card business, is an owner/partner in Maugel & Purcell Financial Solutions, is president of South Austin Little League, and owns Purcell Financial Solutions Group.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Dain Rauscher IncorporatedBroker
H.D. Vest Investment Securities, INC.Broker
Olde Discount CorporationBroker
State Registrations14 states
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