Paladin Advisor Group Revenue
Financial Services • 
Columbia, Maryland, United States • 1-10 Employees
Paladin Advisor Group revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Key Contact at Paladin Advisor Group
Toni Whaley
Business Owner
Company overview
| Headquarters | 8178 Lark Brown Road, Suite 201, Elkridge, MD 21075, US |
| Phone number | +14432833482 |
| Websites | |
| NAICS | 52 |
| Keywords | Retirement Planning, Financial Planning, Investment Services |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Paladin Advisor Group Email Formats
Paladin Advisor Group uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@planmembersec.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@planmembersec.com | 100% |
About Paladin Advisor Group
Paladin Advisor Group, The PlanMember Financial Center in Columbia, Maryland, is part of an exclusive network of PlanMember Financial Centers located across the country that deliver financial plan solutions to individuals and employers. We have been serving the needs of local employers and their employees since 1994 and understand the unique needs of Maryland residents, especially those who work in the field of education. The Paladin team helps people at every stage of their working life plan and manage their retirement in a successful way. First, we customize a savings and investment plan that may enable each client to save enough money for their unique financial goals. The experience of the team, combined with PlanMember's Proven Approach to Retirement Investing, creates a powerful client-advisor synergy based on trust, accessibility, and investment choice. Founded by Mike and Toni Whaley after more than 35 years in the Financial Services industry, the Paladin Advisor Group team of independent advisors has the common goal of helping employers and individuals alike reach their financial goals. Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Paladin Advisor Group and PlanMember Securities Corporation are independently owned and operated companies.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Paladin Advisor Group has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Paladin Advisor Group has never raised funding before.
Paladin Advisor Group Tech Stack
Discover the technologies and tools that power Paladin Advisor Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
United Kingdom
Australia
Japan
Netherlands
Frequently asked questions
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