Paul Deagle
Paul Deagle is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, NY, with 8 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
120 Allens Creek Road, Suite 240, Rochester, NY, 14618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a partner at LaDelfa Schoder and Walker P.C., a tax preparation and accounting firm, since 2008, dedicating nearly full-time hours. He is also the owner and lead financial planner of Paul C. Deagle, CPA/PFS, which includes an insurance practice.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations15 states
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