Paula BergquistCRD Number: 4471169
Current Firm: Raymond James Financial Services Advisors, Inc.
Paula Bergquist (CRD# 4471169) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waukesha, WI and has over 10 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Raymond James Financial Services Advisors, Inc.||Waukesha, WI||Aug 2009 - Current||8|
|Raymond James Financial Services||Waukesha, WI||Oct 2005 - Current||12|
|Kowal Investment Group, LLC||Waukesha, WI||Oct 2013 - Mar 2017||3|
|Sagepoint Financial||Waukesha, WI||Oct 2001 - Aug 2009||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY