Paul Galindo is a registered investment advisor at Fiduciary Consulting Group, based in Portland, OR, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70 clients with $15B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9755 SW Barnes Road, Suite 660, Portland, OR, 97225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul owns rental property in Portland, Oregon, since 2019, acting as a landlord. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Fiduciary Consulting Group
Previous Registrations
Arnerich Massena, INC.
Waddell & Reed, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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