Paola Bayne (CRD# 7366830) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Concord, NH and has over 2 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Td Bank N.a. | Concord, NH | Aug 2022 - Current | 1 |
Td Private Client Wealth LLC | Concord, NH | Aug 2022 - Current | 1 |
Td Bank N.a. | Rutland, VT | Sep 2021 - Jul 2022 | < 1 |
Td Bank N.a. | Rutland, VT | Apr 2021 - Jul 2021 | < 1 |
Td Bank N.a. | Rutland, VT | Apr 2021 - Jul 2021 | < 1 |
Td Bank N.a. | Rutland, VT | Jul 2017 - Apr 2021 | 3 |
Hobby Lobby | Rutland, VT | May 2016 - May 2017 | 1 |
Unemployed | Foz Do Iguacu, | Aug 2014 - May 2016 | 1 |
Davilla Luz & Teixeira Leite Advogados | Foz Do Iguacu, | Feb 2011 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- FL
- MA
- NH
- VT
-
Total Assets Under Management12,265MILLIONS
-
Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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