Paul Svendsen (CRD# 5869846) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 15 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Callan Accounting Cpa's & Advisors, LLC | Bend, OR | Jun 2021 - Current | 2 |
Black Diamond Financial, LLC | Towson, MD | Oct 2016 - Current | 7 |
Axia Valuation LLC | Bend, OR | Jun 2002 - Current | 21 |
Central Oregon Community College | Bend, OR | Jan 2013 - Apr 2020 | 7 |
Axia Wealth Management Inc. | Bend, OR | May 2008 - Oct 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- OR
-
Total Assets Under Management546MILLIONS
-
Total Number of Accounts801ACCOUNTS
-
Average Account Value$681,505
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, LA, MD, OR, TX, UT
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