Ana Paulino is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Worth, TX, with 7 years of industry experience. Ana 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
101 Summit Ave, Suite 410, Fort Worth, TX, 76102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ana works full-time as a client services manager at Wilshire Consultants Inc., focusing on operational functions and client service. Her duties include maintaining client files, processing transactions, and resolving customer service issues.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
State Registrations1 state
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