Paulson Investment Advisors, LLC

Paulson Investment Advisors, LLC (CRD# 304328) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $525,000 in 1 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $525,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NY, OR, RI, VA

Financial Advisors at Paulson Investment Advisors, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Hazem Algendi
CRD#: 6532152
5335 Meadows Road, Suite 465, Lake Oswego, OR 97035

Hazem Algendi (CRD# 6532152) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Lake Oswego, OR and has over 5 years of experience in the finance industry.

2
Dillon Broderick
CRD#: 5809282
5335 Meadows Road, Suite 465, Lake Oswego, OR 97035

Dillon Broderick (CRD# 5809282) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.

3
Carolyn J. Carpenter
CRD#: 1593698
5335 Meadows Road, Suite 465, Lake Oswego, OR 97035

Carolyn Carpenter (CRD# 1593698) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Lake Oswego, OR and has over 21 years of experience in the finance industry.

4
Christopher S. Clark
CRD#: 1952666
5335 Meadows Road, Suite 465, Lake Oswego, OR 97035

Christopher Clark (CRD# 1952666) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Lake Oswego, OR and has over 31 years of experience in the finance industry.

5
Peter R. Fogarty
CRD#: 1889799
5335 Meadows Road, Suite 465, Lake Oswego, OR 97035

Peter Fogarty (CRD# 1889799) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Lake Oswego, OR and has over 32 years of experience in the finance industry.

6
Michael Koutsoudakis
CRD#: 5424096
5335 Meadows Road, Suite 465, Lake Oswego, OR 97035

Michael Koutsoudakis (CRD# 5424096) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Lake Oswego, OR and has over 11 years of experience in the finance industry.

7
Daniel J. Mancuso
CRD#: 2519423
5335 Meadows Road, Suite 465, Lake Oswego, OR 97035

Daniel Mancuso (CRD# 2519423) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Lake Oswego, OR and has over 26 years of experience in the finance industry.

8
John A. Nole
CRD#: 1609191
4905 W. Laurel St., Suite 101, Tampa, FL 33607

John Nole (CRD# 1609191) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Tampa, FL and has over 33 years of experience in the finance industry.

9
Kathleen H. Rasmussen
CRD#: 2608755
5335 Meadows Road, Suite 465, Lake Oswego, OR 97035

Kathleen Rasmussen (CRD# 2608755) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Lake Oswego, OR and has over 24 years of experience in the finance industry.

10
Carl V. Rylander
CRD#: 6205668
5335 Meadows Road, Suite 465, Lake Oswego, OR 97035

Carl Rylander (CRD# 6205668) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Lake Oswego, OR and has over 6 years of experience in the finance industry.

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