Sara Gill (CRD# 6613484) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bridgewater, NJ | Aug 2017 - Current | 6 |
| Paradigm Wealth Advisory LLC | Bridgewater, NJ | Apr 2016 - Current | 8 |
| Paradigm Wealth Management | Bridgewater, NJ | Feb 2016 - Apr 2016 | < 1 |
| J.p. Morgan Chase | Newark, DE | Jul 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- NJ
-
Total Assets Under Management356MILLIONS
-
Total Number of Accounts2,137ACCOUNTS
-
Average Account Value$166,648
- 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)
- Educational seminars/workshops
AZ, CA, CT, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
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