linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul William Svendsen

Black Diamond Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul William Svendsen

Paul William Svendsen is an Investment Advisor Representative at Black Diamond Financial, LLC. Paul has been in the industry since 2002 and has a background in accounting and financial planning. Paul is a Certified Public Accountant (CPA) and has a Personal Financial Specialist designation. Paul is registered with the state of Oregon. Black Diamond Financial, LLC is a Registered Investment Advisor that provides financial planning, portfolio management, and other advisory services to individuals, families, trusts, and businesses. The firm has offices in Towson, MD and Bend, OR.

Firm Information

Paul Svendsen is currently registered with Black Diamond Financial, LLC. Black Diamond Financial, LLC is an investment advisor based in Towson, MD. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They manage approximately $701.43 million in assets, primarily for high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals.
Black Diamond Financial, LLC

305 WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$701.43M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Svendsen’s Registration & Firm History

MD

10/28/2016 - Present

Black Diamond Financial, LLC (TOWSON MD)

Not sure if Paul William Svendsen is right for you?

Licenses & Designations

IA

Issued 06/02/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul William Svendsen.
Not sure if Paul William Svendsen is right for you?