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 9 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Kowal Investment Group, LLC||Waukesha, WI||Oct 2013 - Current||3|
|Raymond James Financial Services Advisors, Inc.||Waukesha, WI||Aug 2009 - Current||8|
|Raymond James Financial Services||Waukesha, WI||Oct 2005 - Current||11|
|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 Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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