Paul Newell
Paul Newell is a registered investment advisor at Cetera Investment Advisers LLC, based in Daniel Island, SC, 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
225 Seven Farms Dr, Ste 106, Daniel Island, SC, 29492
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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 is a licensed attorney in South Carolina, though he does not practice law. He also sells fixed insurance as opportunities arise during his advisory business, dedicating a few hours per week, and owns rental property.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Verity Investment Partners
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations12 states
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.