PB
Paula Bonnie Friedman
CRD 5439229
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Mclean Asset Management Corporation | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Retirement Researcher, Llc
Member · 10% – 25% · Mar 2024
-
Mclean Asset Management Corporation
Managing Principal And Chief Compliance Officer · Less than 5% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗