William Manby (CRD# 2433553) is an Investment Advisor Representative working at Paradigm Investment Advisory LLC in Akron, OH and has over 30 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tripoint Global Equities, LLC | Akron, OH | May 2013 - Current | 10 |
| Acquire Investments, LLC | Akron, OH | Apr 2013 - Current | 11 |
| Acquire Wealth Advisory Group, LLC | Akron, OH | Apr 2009 - Current | 15 |
| Anm Management Company | Akron, OH | Mar 2002 - Current | 22 |
| Paradigm Equity Strategies, LLC | Akron, OH | Aug 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
OH
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