Paul Nelson
Paul Nelson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Gig Harbor, WA, with 13 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
Gig Harbor, 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 works as a CFP and financial professional at Weststar Prosperity Partners, dedicating a full-time amount of time to financial planning and investing services. He also owns Paul Nelson LLC for tax purposes and sells fixed insurance products, including life, health, disability, annuities, and long-term care, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
LPL Financial LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.Broker
State Registrations11 states
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