Bonnie
Chadwick
Paratus Financial, Inc
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About this Advisor
Bonnie Chadwick is a financial advisor operating out of Dallas, Texas with 18 years of industry experience. Chadwick is an advisor for Paratus Financial, Inc. They have worked at Paratus Financial, Inc for the entirety of their career. Chadwick has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Paratus Financial, Inc is an advisory company based in Dallas, TX. It controls $511 million in assets across its 486 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 486 accounts, 40% are associated with high-net-worth individuals who have greater than $1 million in assets. Paratus Financial, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically depend on which services the firm provides the client. However, fee types charged by Paratus Financial, Inc can be comprised of any combination of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paratus Financial, Inc Brokerage Details
$511,365,038
7
486
$1,052,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bonnie Chadwick Work History
Bonnie has been registered as a financial advisor for 18 years.*
Paratus Financial, Inc
*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 Bonnie Chadwick 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 Paratus Financial, Inc
Dallas, TX
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