Paul Martin
Paul Martin is a registered investment advisor at Cetera Investment Advisers LLC, based in North Royalton, OH, with 27 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
10147C Royalton Rd, North Royalton, OH, 44133
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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 has a legal practice and tax preparation business since 2012, dedicating minimal time to it. He is also involved with Pathway Financial Advisors LLC, focusing on fixed insurance, financial services, bookkeeping, and payroll, spending a few hours per week. Additionally, Paul owns a vacation rental home and is a board member of a non-profit, Cleveland Velodrome, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Legacy Financial Services, INC.Broker
State Registrations16 states
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