Judith Paulson
Judith Paulson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bellingham, WA, with 29 years of industry experience. Judith is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2950 Newmarket Street, Suite 101-333, Bellingham, WA, 98226
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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
Judith sells fixed insurance products, including life, disability, and annuities. She is also the owner of Paulson Financial Services, LLC, where she provides investment planning, income tax preparation, budget, and debt counseling, dedicating about a quarter of her time to this. Additionally, Judith holds treasurer and secretary positions in several non-profit organizations, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Pacific West Securities, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations5 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.
Exams
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