Paul Dillman
Paul Dillman is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sequim, WA, with 23 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
Sequim, WA
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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 monitors Equity Indexed Annuities through Avantax Insurance Agency LLC, dedicating minimal time to this. He also serves as Treasurer for Helping Neighbors Worldwide Ministries, provides accounting and tax preparation services, and mentors Avantax Reps through WMREPS.COM.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Mutual Service Corporation
Mutual Service CorporationBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations22 states
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