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Paul Stetter

23 Years of Experience
Ephrata, PA
2 DisclosuresBrokerSells Insurance

Paul Stetter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ephrata, PA, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1713 West Main Street, Ephrata, PA, 17522

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2020
Settled
Customer Dispute
November 2019
Settled
Other Business ActivitiesSells Insurance

Paul is an officer for CRS Landscaping LLC, an associate at Fulton Bank and Fulton Financial Advisors, and an owner of Harrys Hideaway LLC (rental real estate). He also works as an agent for Specific Solutions selling life insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Raymond James Financial Services
June 2008 - January 2009 · 7 mos
Primevest Financial Services, INC.
March 2007 - June 2008 · 1 yr 3 mos
Primevest Financial Services, INC.Broker
April 2002 - June 2008 · 6 yrs 2 mos
State Registrations25 states
CACODEFLGAIDINMAMDMENCNHNJNVNYOHORPASCTNTXVAVTWAWV
AdvisorBrokerBoth

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