Unclaimed Profile

Paul L Bourdeau

FISCAL DYNAMICS INCORPORATED·FARMINGTON, Connecticut

Clean recordFISCAL DYNAMICS INCORPORATED

314 FARMINGTON AVENUE, FARMINGTON, CT 06032CRD# 5187775Firm CRD# 111155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul L Bourdeau · FARMINGTON, CT

Registration

CRD #5187775 · FISCAL DYNAMICS INCORPORATED

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul L Bourdeau is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with FISCAL DYNAMICS INCORPORATED. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FISCAL DYNAMICS INCORPORATED

AUM

$78M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FISCAL DYNAMICS INCORPORATED →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 5187775

Firm CRD# 111155

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul L Bourdeau offer?

Paul L Bourdeau specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FARMINGTON, Connecticut for a consultation.

What are Paul L Bourdeau's credentials?

Paul L Bourdeau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul L Bourdeau located?

Paul L Bourdeau is based in FARMINGTON, Connecticut, working with FISCAL DYNAMICS INCORPORATED. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.

How does Paul L Bourdeau charge for services?

Paul L Bourdeau's firm is compensated through percentage of aum, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FISCAL DYNAMICS INCORPORATED?

FISCAL DYNAMICS INCORPORATED has approximately 1 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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