Leah
Paul
Maryland Financial Group, Inc
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About this Advisor
Leah Paul is a financial advisor who works in Mount Pleasant, South Carolina. Paul is on the advisory team at Maryland Financial Group, Inc. Their career trajectory has included roles at Lpl Financial, White Glove Workshops, Rochester Community Public Schools, Gnc, Oxford Community Schools and Oakland University. Paul maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in South Carolina. Maryland Financial Group, Inc is a financial advisory business that has its headquarters in Rockville, MD. The investment advisory business has offices in 18 locations and a total of 40 people on staff. It has $976 million in assets under management between its 3,666 customer accounts, making it one of the larger firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 3,666 client accounts, 38% are held by high-net-worth clients who have more than $1 million in assets. Maryland Financial Group, Inc offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules are based on the financial services offered. Fees charged by Maryland Financial Group, Inc most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$975,955,345
40
3,666
$266,218
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Leah Paul Work History
Leah has been registered as a financial advisor for 0 years.*
Lpl Financial
White Glove Workshops
Rochester Community Public Schools
Gnc
Oxford Community Schools
Oakland University
*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 Leah Paul 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
Rockville, MD
Jacksonville, FL
Lutherville Timonium, MD
Jacksonville, FL
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Rockville, MD
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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