Paul B Abbou

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 09/2025
  Avantax Insurance Services, Inc.
  Alexandria, VA
• 05/2010 → 10/2019
  1St Global Advisors, Inc
  Alexandria, VA
• 05/2010 → 10/2019
  1St Global Capital Corp
  Alexandria, VA
• 05/2016 → Present
  Heimlantz Professional Corporation
  Alexandria, VA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Irving, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Alexandria, VA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Alexandria, VA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Alexandria, VA
  Dallas, TX
  Alexandria, VA
• 2003-03-07 → 2019-10-25
  1St Global Advisors Inc
  Ft. Washington, MD
  Ft. Washington, MD
  Alexandria, VA
  Alexandria, VA
  Alexandria, VA

Other Businesses

1) HEIMLANTZ FINANCIAL ADVISORS, LLC (FORMERLY ASSET RESOURCE MANAGEMENT, LLC) POSITION: Member NATURE: FINANCIAL ADVISORS INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2003 1800 Diagonal Road, Suite 635, Alexandria VA 22314, wealth management duties; 2) NAME OF OTHER BUSINESS: HEIMLANTZ CPAS AND ADVISORS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: MANAGER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: REVIEW TAX RETURNS AND ADVISORY SERVICES ON TAX PLANNING;

Exams

• S66 Uniform Combined State Law Examination
  2003-08-28
• S63 Uniform Securities Agent State Law Examination
  2003-02-28

Designations

• Certified Financial Planner
• Personal Financial Specialist