Paramount Financial

Paramount Financial (CRD# 317735) is a financial advisory firm headquartered in Danvers, MA. They manage $17,308,433 in 151 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
100 Conifer Hill Drive, Bldg. 409-412, Suite 411, Danvers, MA 01923
https://facebook.com/paramountfinancialma
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $114,625
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Paramount Financial
Showing 1 - 1 of 1 top financial advisors.
1
David Belisle, financial advisor Danvers MA
David W. Belisle
CRD#: 7021553
100 Conifer Hill Drive, Bldg. 409-412, Suite 411, Danvers, MA 01923

David Belisle (CRD# 7021553) is an Investment Advisor Representative working at Paramount Financial in Danvers, MA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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