Paul Elkind, financial advisor Amesbury MA
96 score

Paul Elkind

CRD Number: 3157954
Current Firm: On Investment Management Co

Paul Elkind (CRD# 3157954) is an Investment Advisor Representative working at On Investment Management Co in Amesbury, MA and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The O. N. Equity Sales Company Cincinnati, OH Feb 2014 - Current 2
Ohio National Financial Services Cincinnati, OH Nov 2013 - Current 3
Metlife Securities Inc. Lowell, MA Feb 2009 - Jan 2014 4
Axa Advisors, LLC Wellesley, MA Feb 2006 - Feb 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
S63 Uniform Securities State Law Examination Nov 1999
Contact Info for Paul S. Elkind
Phone Number: 855-262-0913
Registered State(s):
  • CA
  • VT
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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