H Paul
Friedman

Maryland Financial Group, Inc

CRD#6583178
Investment Advisor
in Rockville, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

H Paul Friedman is a financial advisor based in Rockville, Maryland, working with Maryland Financial Group, Inc. H Paul Friedman has previously held positions at Blooming Brands Inc, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Lpl Financial, and Maryland Financial Group, Inc Dba Straight Forward Financial. H Paul Friedman has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware. Currently, H Paul Friedman is part of Maryland Financial Group, Inc, which operates out of Rockville, Maryland. The firm has 18 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Maryland Financial Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2600 Tower Oaks Boulevard Suite 220
Rockville, MD 20852

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Maryland Financial Group, Inc Brokerage Details

Total Assets Under Management

$1,112,399,451

MD Average: $6,889,882,315
Total Number of Employees

40

MD Average: 45
Total Number of Accounts

3,859

MD Average: 765
Average Account Size

$288,261

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

H Paul Friedman Work History

2022 - Present (2 years)

Lpl Financial

2022 - Present (2 years)

Maryland Financial Group, Inc Dba Straight Forward Financial

2018 - 2022 (4 years)

Penn Mutual Life Insurance Co

2018 - 2022 (4 years)

Hornor Townsend & Kent Inc

2016 - 2016 (< 1 year)

Metlife Securities Inc

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

2016 - 2018 (2 years)

Mml Investors Services, LLC

1993 - 2016 (23 years)

Blooming Brands Inc

Disclosures

Please visit the SEC profile of H Paul Friedman 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 Maryland Financial Group, Inc

David Mandell
Mount Pleasant, SC
Thomas Trela
Lutherville Timonium, MD
Martin Sullens
Marietta, GA
Thomas Brophy
Mount Pleasant, SC
Morgan Crawford
Mount Pleasant, SC
Trent Derrick
Mount Pleasant, SC
Thomas Bonorden
Rockville, MD
Thompson Lemaistre
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started