Paul Donaldson, financial advisor Vancouver, British Columbia

Paul Donaldson

CRD Number: 5294874
Current Firm: Odlum Brown Usa Investment Management Limited

Paul Donaldson (CRD# 5294874) is an Investment Advisor Representative working at Odlum Brown Usa Investment Management Limited in Vancouver, British Columbia, and has over 16 years of experience in the finance industry.

Company Name Location Dates Years
Odlum Brown Usa Investment Management Limited Vancouver, Bc, Dec 2006 - Current 17
Odlum Brown Limited Chilliwack, Bc, May 2004 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Paul H. Donaldson
Phone Number: 1-866-636-8222
Registered State(s):
  • CA
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $339,827
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, FL, HI, IA, ID, IL, LA, MA, MD, ME, MO, MS, MT, NC, NH, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA

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