Sara GillCRD Number: 6613484
Current Firm: Paradigm Wealth Advisory LLC
Sara Gill (CRD# 6613484) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Lpl Financial LLC||Bridgewater, NJ||Aug 2017 - Current||4|
|Paradigm Wealth Advisory LLC||Bridgewater, NJ||Apr 2016 - Current||5|
|Paradigm Wealth Management||Bridgewater, NJ||Feb 2016 - Apr 2016||< 1|
|J.p. Morgan Chase||Newark, DE||Jul 2013 - Feb 2016||2|
|University Of Delaware||Newark, DE||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management309MILLIONS
Total Number of Accounts2,115ACCOUNTS
Average Account Value$146,234
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DE, FL, LA, NC, NH, NJ, NY, PA, SC, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.