Thomas A. Paulson, Jr., Dba, Thomas A. Paulson, Jr., Cpa

Thomas A. Paulson, Jr., Dba, Thomas A. Paulson, Jr., Cpa (CRD# 130738) is a financial advisory firm headquartered in , . They manage $4,720,913 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://thomaspaulsoncpa.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $277,701
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Thomas A. Paulson, Jr., Dba, Thomas A. Paulson, Jr., Cpa
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Paulson, financial advisor Loveland CO
Thomas A. Paulson
CRD#: 2687459
883 Cleveland Ave., Loveland, CO 80537

Thomas Paulson (CRD# 2687459) is an Investment Advisor Representative working at Thomas A. Paulson, Jr., Dba, Thomas A. Paulson, Jr., Cpa in Loveland, CO and has 1 year 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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