Paul CanimoCRD Number: 2850525
Current Firm: Anchor Financial
Paul Canimo (CRD# 2850525) is an Investment Advisor Representative working at Anchor Financial in Tacoma, WA and has over 25 years of experience in the finance industry.
Abraham & Company, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Freestone Capital Management, LLC
|Anchor Financial LLC||Tacoma, WA||Jan 2021 - Current||2|
|The Medicare Exchange||Lynwood, WA||Aug 2018 - Current||4|
|Gradient Securities, LLC||Arden Hills, MN||Jul 2020 - Sep 2021||1|
|Two Hearts Adult Family Home Inc.||Bellevue, WA||Mar 2005 - Aug 2021||16|
|Packerland Brokerage Services, Inc.||Green Bay, WI||Jan 2020 - Jul 2020||< 1|
|Packerland Brokerage Services, Inc.||Green Bay, WI||Jun 2019 - Jul 2020||1|
|The Assurance Group||Bellevue, WA||Dec 2012 - Aug 2018||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1997|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management5MILLIONS
Total Number of Accounts62ACCOUNTS
Average Account Value$79,716
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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