Paul Mardoian, financial advisor Glenview IL
96 score

Paul Mardoian

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Paul D. Mardoian
Phone Number: 630-333-9207
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    241
    MILLIONS
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $341,461
Compensation Options
  • A percentage of assets under your management
  • 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

IL

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

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