Emerson Paul, financial advisor Reamstown PA
96 score

Emerson Paul

CRD Number: 4498796
Current Firm: Cetera Investment Advisers LLC

Emerson Paul (CRD# 4498796) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Reamstown, PA and has over 14 years of experience in the finance industry. Emerson Paul 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
Cetera Investment Advisers LLC Schaumburg, IL Sep 2004 - Current 12
Cetera Financial Specialists LLC Schaumburg, IL Dec 2001 - Current 15
Reamstown Mutual Insurance Company Reamstown, PA Mar 1990 - Current 26
Weinhold, Nickel & Company, LLP Reamstown, PA Sep 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
Contact Info for Emerson L. Paul
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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
96
Clean Record
This advisor has a clean track record with regulators.

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