Cetera Advisor Networks LLC
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About this Advisor
Paul Caswell is a certified financial planner and chartered financial consultant based in Jacksonville, Oregon with 16 years of industry experience. Caswell works at Cetera Advisor Networks LLC. They have been an employee of Cetera Advisor Networks Llc for their entire career. Caswell holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Oregon. Cetera Advisor Networks LLC is a registered investment firm based in El Segundo, CA. It has offices in 889 locations and a total of 2,881 people on staff. It controls $47 billion in total assets across its 192,956 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 664 charities and foundations. Of its 192,956 client accounts, 27% are held by high-net-worth individuals who have at least $1 million in assets. Cetera Advisor Networks LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types billed by Cetera Advisor Networks LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Cetera Advisor Networks LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Paul Caswell Work History
Paul has been registered as a financial advisor for 16 years.*
Cetera Advisor Networks LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Paul Caswell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Advisor Networks LLC
El Segundo, CA
Florham Park, NJ
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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