Paul Anton Ochel

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2008 → 01/2020
  Raa
  Addison, TX
• 01/2020 → Present
  Allworth Financial, L.P.
  Sacramento, CA

Previous Registrations

• 2008-05-01 → 2020-01-07
  Raa
  Addison, TX
• 2006-09-26 → 2008-04-21
  Raa Wealth Management, Llc
  Dallas, TX
• 2006-01-23 → 2006-10-02
  Retirement Advisors Of America
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-02-07

Designations

• Certified Financial Planner