Gwendolyn R Paine Portfolios, LLC
Gwendolyn R Paine Portfolios, LLC (CRD# 150472) is a financial advisory firm headquartered in , . They manage $41,624,056 in 27 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$1,541,632
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gwendolyn Paine (CRD# 707853) is an Investment Advisor Representative working at Gwendolyn R Paine Portfolios, LLC in Santa Fe, NM and has over 38 years of experience in the finance industry. Gwendolyn Paine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.