Paul Dearden, financial advisor Walpole MA

Paul Dearden

CRD Number: 1368874
Current Firm: The Patriot Financial Group, LLC

Paul Dearden (CRD# 1368874) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 38 years of experience in the finance industry.

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Lido
Company Name Location Dates Years
Waypoint Wealth Management Shrewsburg, MA Dec 2022 - Current 1
Cetera Financial Specialists LLC Schaumburg, IL Dec 2022 - Current 1
The Patriot Financial Group, LLC Westborough, MA May 2019 - Current 4
Securities America, Inc. Westborough, MA May 2019 - Dec 2022 3
Commonwealth Financial Network Waltham, MA Jun 2006 - May 2019 12
Midland National Life Insurance Cranston, RI Mar 1987 - May 2019 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Mar 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Paul R. Dearden
Phone Number: 508-251-6100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,630
    MILLIONS
  • Total Number of Accounts
    5,972
    ACCOUNTS
  • Average Account Value
    $272,900
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

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