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Paul Ritchie

26 Years of Experience
Chambersburg, PA
BrokerSells Insurance

Paul Ritchie is a registered investment advisor at Cetera Investment Advisers LLC, based in Chambersburg, PA, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

990 Lincoln Way East, Suite 1, Chambersburg, PA, 17201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Paul works as a financial advisor and trust officer at Orrstown Bank, dedicating about a quarter of their time. Paul also sells fixed insurance products, including life insurance and annuities, and is involved with a church, acts as power of attorney for family members, and is on a charitable foundation committee.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2006 - Present · 19 yrs 9 mos
Previous Registrations
Wheatland Advisors INC
August 2017 - August 2020 · 3 yrs
Cetera Advisor Networks LLC
October 2006 - June 2023 · 16 yrs 8 mos
Advantage Capital CorporationBroker
July 2004 - September 2006 · 2 yrs 2 mos
Charles Schwab & CO., INC.
January 2003 - July 2004 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
October 1999 - July 2004 · 4 yrs 9 mos
State Registrations21 states
CACOCTFLIDILINMDMNMTNCNJNYOHPASCTNUTVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Paul Ritchie - Financial Advisor | TrueAdvisor