Paul Como (CRD# 2944437) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ipswich, MA and has over 26 years of experience in the finance industry.
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 6224921
Amundi Asset Management Us, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bernard M. Sullivan Insurance Agency, Inc. | Ipswich, MA | Jan 2018 - Current | 6 |
| Cambridge Investment Research, Inc. | Ipswich, MA | Nov 2017 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Ipswich, MA | Nov 2017 - Current | 6 |
| Axiom Advisors, Llc, Bedford Nh | Ipswich, MA | Jan 2018 - Jan 2024 | 6 |
| Anthony And Malcolm Insurance Agency, Inc. | Bradford, MA | Apr 2017 - Dec 2017 | < 1 |
| Lincoln Financial Securities Corporation | Concord, NH | Oct 2007 - Nov 2017 | 10 |
| Bernard M. Sullivan Insurance | Ipswich, MA | Jul 2004 - Jul 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- MA
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.