Paul Desmond
Paul Desmond is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wall, NJ, with 28 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
1350 Campus Parkway Suite 100, Wall, NJ, 07753
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Paul is a registered representative at Wealth Insight Group, providing financial services since 2013, spending full-time hours on this. He also works as an insurance agent selling life, health, disability, annuities, and long-term care with various companies, and owns Wealth Insight Group Tax Services, spending a few hours per week on tax preparation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.