Paul Potadle
Paul Potadle is a registered investment advisor at Cetera Investment Advisers LLC, based in Lincoln, NE, with 26 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
Lincoln, NE
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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 is an independent insurance agent selling various insurance products since 1999, dedicating a few hours per week. He also operates under multiple DBAs for investment advisory and financial services, spending a significant amount of time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations6 states
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