Paul Windham
Paul Windham is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Trussville, AL, with 15 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
Trussville, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is the owner/sole proprietor of Paul R. Windham CPA, CFP, PFS, providing tax preparation and accounting services since 2000, dedicating about 10-20% of his time. He is also the President of Windham Financial Group PC, a tax preparation and accounting firm, since 2014.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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