Unclaimed
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 a financial advisor at Cetera Investment Advisers LLC. Paul has been in the financial services industry since 1986 and has experience working with clients in a variety of capacities. Paul is a registered investment advisor and holds the Series 63, Series 65, Series 7 and SIE licenses. Paul works with individuals, families, and businesses to provide comprehensive financial planning and investment management services. Paul is also an insurance agent and offers a variety of insurance products to his clients. Paul is committed to providing his clients with the highest level of service and is dedicated to helping them achieve their financial goals.
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.
1
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 10/2/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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