Paul Towne Caswell
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
13 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Pwa Operations, LLC dba Pioneer Wealth AdvisorsJan 2022 to now
- Cetera Wealth Services, LLCJan 2013 to now
- Cetera Advisor Networks LLCJan 2013 to Jun 2023
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 4902845
- Firm CRD
- 105644