Paul Deer, financial advisor Denver CO
93 score

Paul Deer

CRD Number: 5610219
Current Firm: Personal Capital Advisors Corporation

Paul Deer (CRD# 5610219) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 6 years of experience in the finance industry. Paul Deer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Personal Capital Advisors Denver, CO Oct 2013 - Current 3
Scottrade Boulder, CO Oct 2008 - Current 8
University Of Colorado At Boulder Boulder, CO Aug 2006 - May 2010 3
Murphy's Bar And Grill Honolulu, HI May 2009 - Aug 2009 < 1
Footlocker Inc. Boulder, CO Nov 2008 - Feb 2009 < 1
Trine And Metcalf, P.c. Bouder, CO Aug 2008 - Nov 2008 < 1
Murphy's Bar And Grill Honolulu, HI May 2008 - Aug 2008 < 1
Ai Sushi Boulder, CO Jan 2008 - May 2008 < 1
Quality General Honolulu, HI May 2007 - Aug 2007 < 1
Abercrombie & Fitch Honolulu, HI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Paul A. Deer
Phone Number: 415-800-5922
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    2,128
    MILLIONS
  • Total Number of Accounts
    16,906
    ACCOUNTS
  • Average Account Value
    $125,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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