Paul Katsion (CRD# 6634116) is an Investment Advisor Representative working at Ria Advisory Group, LLC in Mount Pleasant, IA and has over 7 years of experience in the finance industry.
CRD# 2482063
Lpl Financial LLC
CRD# 6146637
Clearwealth
CRD# 5077188
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ria Advisory Group, LLC | Mount Pleasant, IA | Sep 2023 - Current | < 1 |
| Nylife Securities LLC | Hiawatha, IA | Aug 2016 - Current | 7 |
| New York Life | New York, NY | Jul 2016 - Aug 2023 | 7 |
| Dean Satelliet | Mount Pleasant, IA | Mar 2003 - Jul 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- IA
-
Total Assets Under Management399MILLIONS
-
Total Number of Accounts2,799ACCOUNTS
-
Average Account Value$142,504
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CO, FL, IA, IL, MN, MO, NC, NE, SD, TX, WI
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