Bonnie Chadwick, financial advisor Dallas TX

Bonnie Chadwick

CRD Number: 2443077
Current Firm: Paratus Financial, Inc.

Bonnie Chadwick (CRD# 2443077) is an Investment Advisor Representative working at Paratus Financial, Inc. in Dallas, TX and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Paratus Financial, Inc. Dallas, TX Jan 2004 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Jul 1995
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 Bonnie F. Chadwick
Phone Number: 214-378-7400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    620
    MILLIONS
  • Total Number of Accounts
    585
    ACCOUNTS
  • Average Account Value
    $1,059,173
Compensation Options
  • 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)
Types of Clients
Registered States

TX

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