Paladini Financial Advisors LLC
Legal Name: PALADINI FINANCIAL ADVISORS, LLC
Full Contact Details
Paladini Financial Advisors LLC
2015 EAST LAMAR BLVD, SUITE 200, ARLINGTON, TX
817-704-7788
817-704-7207
Other Info
Paladini Financial Advisors LLC, a Texas-based limited liability company with six employees, is approved by the US Securities and Exchange Commission since May 4, 2018. Three of its employees serve in advisory roles, and the number of clients they serve is undisclosed.
Paladini Financial Management
Choosing the right financial advisor is a big decision. You need experience, skill and a genuine commitment to your success. We offer fee-only financial advisory services for business owners and high net worth individuals, with a specialization in dentistry and healthcare.
Direct Owners
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JOHN EDWARD LINE
VICE PRESIDENT & TREASURER owns less than 5%
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JOHN LINE, CPA, INC.
MEMBER owns more than 25% but less than 50%
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MATTHEW MARK PALADINI
MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER owns less than 5%
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PALADINI FINANCIAL ADVISORS, LLC
MEMBER owns more than 25% but less than 50%
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WENDY L KELLY CFP LLC
OWNER owns more than 10% but less than 25%
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WENDY L. KELLY
PARTNER owns less than 5%