Paul Alexander Gregerson
Investment adviser representative at Cetera Investment Advisers LLC
34 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Paul Alexander Gregerson? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- KaiserJul 2015 to now
- Blue Cross/blue ShieldAug 2014 to now
- Gregerson Tax ServiceJan 1992 to now
- Avantax Advisory ServicesMar 2011 to Sep 2025
- Avantax Insurance Agency LLCMar 2011 to Sep 2025
- Avantax Investment Services, Inc.Mar 2011 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2637409
- Firm CRD
- 105644