Paulson Edum
Paulson Edum is a registered investment advisor at TD Private Client Wealth LLC, based in Manchester, NH, with 7 years of industry experience. Paulson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.
Location
1255 South Willow Street, 2nd Floor, Manchester, NH, 03103
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2023Other Business Activities
Paulson is a financial professional at Globe Wealth Management, dedicating full-time hours to financial services. He also serves as Treasurer for the NAACP Manchester Branch, a non-profit organization, spending minimal time on this role.
Employment History
Current Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
TD Private Client Wealth LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations9 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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