Paul Wayne Dunckel
CFP®Professional Summary
Paul Wayne Dunckel, CFP® is a registered financial advisor currently at SYMAN-DEGLER GROUP, LLC located in Eugene, Oregon. Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paul has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Credentials
Years of Experience
5 years in the financial services industry
Current & Past Employments
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Current Firm
SYMAN-DEGLER FINANCIAL, LLC | SYMAN-DEGLER GROUP, LLC
Contact Information
Main Address
1163 Olive Street #100, Eugene, OR 97401Phone Number
(541) 345-9681# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
602AUM (Assets Under Management)
$59,828,339Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
State Registrations and Notice Filings
(8/3/2023)
(10/19/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
CRS (Client Relationship Summary) - RIA
Click below to view Paul Wayne Dunckel's CRS (Customer Relationship Summary).
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
