Paul Sipala (CRD# 1376708) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Aiken, SC and has over 26 years of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iams Wealth Management, LLC | Elkhorn, NE | Feb 2018 - Current | 6 |
| Paul V. Sipala, Jr., LLC | Aiken, SC | May 2017 - Current | 6 |
| Foresters Equity Services, Inc. | San Diego, CA | Aug 2009 - Feb 2018 | 8 |
| Florida Gulf Tax Advisors | Ft Myers, FL | Jun 2004 - Dec 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
- FL
- NJ
- SC
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Total Assets Under Management213MILLIONS
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Total Number of Accounts1,652ACCOUNTS
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Average Account Value$129,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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