Max
Pashman
Origin Financial
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About this Advisor
Max Pashman is a certified financial planner based out of Los Angeles, California with 1 year of industry experience. Pashman currently works for Origin Financial. Throughout their career, Pashman has worked at Investor Relations Partners, Student, Northwestern Mutual Investment Services LLC, Robert Ornelas, Guardian Life Insurance Co Of America, Park Avenue Securities, Pashman Financial, LLC and Origin Financial. Pashman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Origin Financial is a company operating out of Boston, MA. It handles $478 thousand in assets under management among its 23 client accounts, placing it among the smaller firms in the United States by assets under management. Origin Financial performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Origin Financial may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Max Pashman Work History
Max has been registered as a financial advisor for 1 years.*
Origin Financial
Pashman Financial, LLC
Guardian Life Insurance Co Of America
Park Avenue Securities
Northwestern Mutual Investment Services LLC
Robert Ornelas
Investor Relations Partners
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Max Pashman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Origin Financial
Boston, MA
Grovetown, GA
Saunderstown, RI
Fort Worth, TX
Boston, MA
Boston, MA
Culver City, CA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
