Paul MardoianCRD Number: 1910890
Current Firm: Fairhaven Wealth Management, LLC
Paul Mardoian (CRD# 1910890) is an Investment Advisor Representative working at Fairhaven Wealth Management, LLC in Glenview, IL and has over 24 years of experience in the finance industry. Paul Mardoian 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.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Fairhaven Wealth Management, LLC||Oak Brook, IL||Mar 2015 - Current||1|
|Triad Advisors, Inc.||Norcross, GA||Feb 2015 - Current||1|
|Self Employed||Glenview, IL||Jan 1996 - Current||20|
|American Portfolio||Glenview, IL||Feb 2013 - Feb 2015||2|
|Rh Financial Group, LLC||Oak Brook, IL||Mar 2010 - Feb 2015||4|
|American Portfolios Financial Services, Inc.||Glenview, IL||Jul 2009 - Feb 2015||5|
|Midwest Insurance Agency||Itasca, IL||Jan 2002 - Sep 2012||10|
|Results One Financial, LLC||Elmhurst, IL||Jul 2000 - Mar 2010||9|
|Questar Capital Corporation||Ann Arbor, MI||Sep 2006 - Jul 2009||2|
|Waterstone Financial Group||Elmhurst, IL||Nov 1997 - Sep 2006||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1991|
Total Assets Under Management241MILLIONS
Total Number of Accounts705ACCOUNTS
Average Account Value$341,461
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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