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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Brooks Mason is an investment advisor representative at McAdam LLC. Paul is registered with the state of Massachusetts. Paul has been in the industry since 2020. Paul has also been associated with McAdam Institutional Brokerage since 2020. Paul has passed the Uniform Investment Adviser Law Examination. Paul has expertise in retirement planning, asset allocation, college savings and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
07/10/2020 - Present
McAdam LLC (Boston MA)
IA
Issued 06/08/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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