Paula Anderson Harris

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

• 01/1999 → Present
  Sharp,Anderson,Arena Curnes & Assoc.
  Omaha, NE
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2018 → Present
  Harris And Davis Financial Advisors
  Omaha, NE
• 12/2022 → Present
  Cfg Advisors
  Omaha, NE
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. SALE OF FIXED INSURANCE (LONG-TERM CARE); 2. CURNES FINANCIAL GROUP, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DBA NAME FOR INVSETMENT SERVICES, START 02/06/2015, 40HRS/WK (32.5 TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. DBA PAULA ANDERSON HARRIS & ASSOC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL, STARTED 03/2015, OWNER, LESS THAN 1 HOUR PER WEEK, NONE DURING TRADING HOURS, DBA CREATED FOR ACCOUNTING PURPOSES; 4. NAME OF OTHER BUSINESS: HARRIS AND DAVIS FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP:FINANCIAL ADVISORS APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES:FINANCIAL SERVICES 5. NAME OF OTHER BUSINESS: CFG ADVISORS ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2002-05-08

Other Names

• Paula Denice Harris
• Paula Denice Clark
• Paula Denice Anderson
• Paula Denice Anderson Harris