Paul EvansCRD Number: 1196111
Current Firm: Paladin Capital Management, LLC
Paul Evans (CRD# 1196111) is an Investment Advisor Representative working at Paladin Capital Management, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Paladin Capital Management, LLC||San Francisco, CA||Mar 1993 - Current||29|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 1997|
Total Assets Under Management59MILLIONS
Total Number of Accounts72ACCOUNTS
Average Account Value$816,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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