Craig Paulson
Craig Paulson is a registered investment advisor at Cetera Investment Advisers LLC, based in Salt Lake City, UT, with 30 years of industry experience. Craig 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
428 E Winchester St, Ste 202, Salt Lake City, UT, 84107
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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
Craig is an independent insurance agent since 1996, focusing on fixed insurance sales, and owns Altura Benefits, a DBA for insurance product sales. He is also the president of Altura Financial Advisors, selling insurance, securities, and investment products, dedicating about 10-20% of his time, and owns CPK Holding, LLC for rental property, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations11 states
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