Paul Caswell
Paul Caswell is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Jacksonville, OR, with 21 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
675 N 5th St, Jacksonville, OR, 97530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul works as a river guide, dedicating minimal time to this non-investment related activity. He also serves as an elder at Table Rock Fellowship, dedicating minimal time, and is a member of PWA Operations, LLC and 675, LLC, both requiring minimal time commitments.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
VALIC Financial Advisors, INC.Broker
State Registrations10 states
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