Paul MadridCRD Number: 5311000
Current Firm: Redw Stanley Financial Advisors, LLC
Paul Madrid (CRD# 5311000) is an Investment Advisor Representative working at Redw Stanley Financial Advisors, LLC in Albuquerque, NM and has over 9 years of experience in the finance industry. Paul Madrid has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Portfolio Wealth Advisors
Portfolio Wealth Advisors
Jataj Wealth Management, LLC
|Redw Stanley Financial Advisors LLC||Albuquerque, NM||Jan 2016 - Current||1|
|Redw Stanley Wealth Advisors LLC||Albuquerque, NM||Jan 2016 - Current||1|
|Redw Stanley Financial Advisors, LLC||Albuquerque, NM||Aug 2015 - Dec 2015||< 1|
|Redw Stanley Wealth Advisors, LLC||Albuquerque, NM||Aug 2015 - Dec 2015||< 1|
|Redw Stanley Financial Advisors LLC||Albuquerque, NM||Mar 2008 - Aug 2015||7|
|C&m Orthopedic Solutions LLC||Albuquerque, NM||Jan 2012 - Jun 2014||2|
|Thornburg Investment Management||Santa Fe, NM||Mar 2007 - Mar 2008||1|
|Satyr Design LLC||Albuquerque, NM||Mar 2007 - Mar 2008||1|
|Baillio's||Albuquerque, NJ||May 2000 - Mar 2007||6|
|Legacy Financial Group||Santa Fe, NM||Aug 2004 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Mar 2010|
Total Assets Under Management565MILLIONS
Total Number of Accounts961ACCOUNTS
Average Account Value$588,040
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AZ, CA, CO, FL, IL, NM, TX, VT
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