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.
CRD# 872944
Abraham & Company, Inc.
CRD# 7043324
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6567402
Freestone Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- WA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$79,716
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX, WA
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