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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Champlin is an active advisor registered in Utah with Cetera Investment Advisers LLC. Paul has over 37 years of experience in the financial industry and holds Series 63, Series 65, Series 7 and SIE licenses. Paul is a registered representative with Cetera Advisor Networks LLC and holds several state licenses. Paul works with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Paul is a Utah-based advisor with over 10 years of experience with Zions Direct, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (LOGAN UT)
UT
07/20/1988 - 09/02/2014
ZIONS DIRECT, INC. (LOGAN UT)
NA
02/15/1988 - 08/06/1988
SHEARSON LEHMAN HUTTON INC.
NA
02/19/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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