Paul Stetter, financial advisor Ephrata PA
93 score

Paul Stetter

CRD Number: 4513517
Current Firm: Raymond James Financial Services Advisors, Inc.

Paul Stetter (CRD# 4513517) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ephrata, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Specific Solutions Ephrata, PA Feb 2016 - Current < 1
Real Estate Stevens, PA Aug 2011 - Current 5
Harry's Hideaway LLC Stevens, PA Aug 2011 - Current 5
Raymond James Financial Services Advisors, Inc. Denver, PA Jan 2009 - Current 7
Raymond James Financial Services Denver, PA Jun 2008 - Current 8
Fulton Financial Corporation Ephrata, PA Jun 2008 - Current 8
Fulton Financial Advisors Ephrata, PA Jun 2008 - Current 8
Primevest Financial Services, Inc. St. Cloud, MN Mar 2002 - Jun 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for Paul K. Stetter
Phone Number: 727-567-5877
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, 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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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