Unclaimed Profile

Roberta Paquin

REALTERM TRANSPORTATION LLC·ANNAPOLIS, Maryland

Clean recordREALTERM TRANSPORTATION LLC

201 WEST STREET, ANNAPOLIS, MD 21401CRD# 7740471Firm CRD# 322689

Profile Verification

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

Identity

Roberta Paquin · ANNAPOLIS, MD

Registration

CRD #7740471 · REALTERM TRANSPORTATION LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roberta Paquin is a registered financial advisor based in ANNAPOLIS, Maryland, affiliated with REALTERM TRANSPORTATION LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

REALTERM TRANSPORTATION LLC

REALTERM

AUM

$9.2B

Regulatory assets under management

Employees

228

Total firm employees

View all advisors at REALTERM TRANSPORTATION LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING

Regulatory

SEC/IARD CRD# 7740471

Firm CRD# 322689

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roberta Paquin offer?

Roberta Paquin specializes in Retirement Planning. Contact their office in ANNAPOLIS, Maryland for a consultation.

What are Roberta Paquin's credentials?

Roberta Paquin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roberta Paquin located?

Roberta Paquin is based in ANNAPOLIS, Maryland, working with REALTERM TRANSPORTATION LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.

How does Roberta Paquin charge for services?

Roberta Paquin's firm is compensated through percentage of aum, performance-based fees, other: development, construction, property management, leasing. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REALTERM TRANSPORTATION LLC?

REALTERM TRANSPORTATION LLC has approximately 228 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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