Paul Abbou
Paul Abbou is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Alexandria, VA, with 26 years of industry experience. Paul 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
Alexandria, VA
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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 sells and services equity indexed annuities, dedicating minimal time to this activity. He also provides insurance advice and solutions through Avantax Insurance Agency and/or Avantax Insurance Services, and is a member of Heimlantz Financial Advisors, LLC, spending about half his time on wealth management duties.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
H.D. Vest Investment ServicesBroker
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.
Exams
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