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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Paulson Investment Company, LLC 8 months, 4 weeks Dec 2015 - Present
Newport Coast Asset Management 3 years, 6 months Jun 2012 - Dec 2015
Ariston Wealth Management 10 months Apr 2012 - Feb 2013
Meyers Associates, L.P. 1 year, 4 months Oct 2011 - Feb 2013
Anderson & Strudwick, Incorporated 1 year, 3 months Jul 2010 - Oct 2011
Jesup & Lamont Securities Corp. 1 year, 1 month May 2009 - Jun 2010
Empire Financial Group, Inc. 4 years, 4 months Jul 2004 - Nov 2008
Are You
Matthew David Albers?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Jul 9, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    May 19, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Paulson Investment Company, LLC

Last updated on Feb. 4, 2016
    • $11.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4
      Accounts
    • $2.9M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Commissions
  • Performance-Based Fees
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