Paul H. Donaldson

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

Chilliwack, BC, V2R 2T7

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CRD#: 5294874

Professional summary

Paul Herbert Donaldson is a registered financial advisor currently at ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED .

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Paul has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Herbert Donaldson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2007 - Present

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

Office #1: 103 - 45425 Luckakuck Way, Chilliwack, Bc, V2R 2T7

RIA

CRD#: 132242

Chilliwack, BC,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

CRD#: 132242 / SEC#: 801-63386

RIA

Registered Investment Advisory firm - (8/20/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/16/2007)

IAR

Oregon
(10/21/2019)

IAR

Washington
(1/5/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/15/2007

Uniform Investment Adviser Law Examination

Current Firm

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

CRD#: 132242 / SEC#: 801-63386

RIA

Registered Investment Advisory firm - (8/20/2004 Approved)

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Contact information

Main Address

1100-250 Howe Street, Vancouver, British Columbia, V6C 3S9

Mailing Address

Phone number

+1 (866) 636-8222

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED (6/19/2025)

Regulatory assets under management

Total Number of Accounts	422
AUM (Assets Under Management)	$ 159,939,960

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2025	Cover Page	Report
09/27/2024	Cover Page	Report
10/23/2023	Cover Page	Report
09/27/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul H. Donaldson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Herbert Donaldson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

Primary Firm SEC Registration

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2007

Current Firm

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

TRUST BUT VERIFY

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