Emerson Lee Paul
Investment adviser representative at Cetera Investment Advisers LLC
39 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
39 years in the industry.
- Cetera Investment Advisers LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Covenant Cpa LLCDec 2018 to now
- Concourse Financial Group Securities IncFeb 2019 to Feb 2025
- Wnc Cpa's & Consultants, LLCOct 2017 to Aug 2018
- Cetera Investment Advisors LLCSep 2004 to Feb 2019
- Cetera Financial Specialists LLCDec 2001 to Feb 2019
- Reamstown Mutual Insurance CompanyMar 1990 to Dec 2019
- Weinhold, Nickel & Company, LLPSep 1987 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4498796
- Firm CRD
- 105644