Best Investors Account Sign in
Inactive

Paula Bonnie Friedman

Mclean Asset Management Corp.

Tysons, VA

Claim This Profile
Current Employers
Mclean Asset Management Corp.

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2013-01-09
  • VA RA
    APPROVED
    Since 2013-01-09

Branch Locations

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mclean Asset Management Corp. Mclean VA 01/2013 01/2017
Mclean Asset Management Corp. Mclean VA 01/2017 Present
Previous Registrations
Other Businesses

Retirement Researcher, LLC; investment related : Yes; 8200 Greensboro Drive, Suite 1150, McLean, VA 22102; Educational tools and resources on retirement income planning; Managing Member; Oversee business operations and strategy; 2018-03-01; Hours devoted to business during trading hours : 10; Hours devoted to business outside trading hours : 10; Percentage of total yearly compensation expected to be derived from the business : 5.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-19
  • S65 Uniform Investment Adviser Law Examination
    2007-11-19
Designations
Other Names
  • Paula Bonnie Ratzkin
  • Paula Bonnie Friedman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tysons, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor