Emerson Paul is a CFP-designated registered investment advisor, based in Ephrata, PA, with 23 years of industry experience.
Location
226 S Reading Road, Ephrata, PA, 17522
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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
Emerson owns Vision Financial Services LLC, providing investment services, dedicating about half of his time. He is also an independent insurance producer, selling various insurance products a few hours per week, and a CPA/seasonal tax preparer for Covenant CPA LLC, spending about a quarter of his time. Additionally, Emerson serves as a committee member/treasurer for St John's UCC Foundation and a board member for United Church of Christ Homes, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations3 states
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