Bonnie Free Chadwick

Paratus Financial, INC.

30 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth

Paratus Financial, INC.

Compensation

Fixed/Hourly

Firm Size

1 advisor

Number of Clients

89 clients

Average Client Portfolio

$7.9M average

Assets Under Management

$701.3M

Fee Structure

Financial Planning:Investment management only

Location

5910 N Central Expwy, Ste. 1955, Dallas, TX, 75206

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History

Regulatory History (1)

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Criminal

April 1979

Final Disposition

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Employment History

Current Registrations

Paratus Financial, INC.

January 2005 - Present · 21 yrs 1 mo

Previous Registrations

The Ayco Company,l.p.

July 1995 - March 2005 · 9 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.