Paul William Reardon
Investment adviser representative at Investment Advisory Group LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Cetera Advisors LLCJan 2013 to now
- Investment Advisory Group LLCFeb 2004 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Investment Advisory Group LLC
Legal name: Investment Advisory Group, LLC
$1.2BAssets managed
1,542Clients
5Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2149952
- Firm CRD
- 109445