PD
CFP
PD
CFP

Paul Deer

15 Years of Experience
Greenwood Village, CO
Broker

Paul Deer is a CFP-designated registered investment advisor, based in Greenwood Village, CO, with 15 years of industry experience.

Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paul owns an investment-related vacation rental property and is a partner in real estate investing, dedicating minimal time to these activities. He is also a member of the CFP Board, providing CFP licensures to advisors.

Employment History
Current Registrations
Empower Financial Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Empower Financial Services, INC.
April 2023 - Present · 3 yrs 1 mo
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Personal Capital Advisors Corporation
October 2013 - April 2023 · 9 yrs 6 mos
Scottrade, INC.Broker
August 2010 - November 2013 · 3 yrs 3 mos
State Registrations1 state
CO
Advisor

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.