Paulson Investment Advisors, LLC

Paulson Investment Advisors, LLC (CRD# 304328) is a financial advisory firm headquartered in Portland, OR. They manage $580,312 in 1 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
10220 Sw Greenburg Road, Suite 380, Portland, OR 97223
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $580,312
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Paulson Investment Advisors, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Alan Lamb, financial advisor Portland OR
Alan C. Lamb
CRD#: 7644707
10220 Sw Greenburg Road, Suite 380, Portland, OR 97223

Alan Lamb (CRD# 7644707) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Portland, OR and has 1 year of experience in the finance industry.

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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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