John Paladino, financial advisor Carlsbad CA

John Paladino

CRD Number: 4269416
Current Firm: Integrated Wealth Concepts LLC

John Paladino (CRD# 4269416) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Carlsbad, CA and has over 23 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor Carlsbad CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor Carlsbad CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Paul Lim, financial advisor Carlsbad CA
Paul S. Lim
CRD# 5084834
The Wealth Consulting Group
Company Name Location Dates Years
Integrated Wealth Concepts, LLC Waltham, MA Feb 2023 - Current 1
Laurel Wealth Advisors, Inc. Solana Beach, CA Dec 2020 - Current 3
Sterling Global Strategies LLC Carlsbad, CA Jun 2014 - Current 9
Sterling Wealth Management Carlsbad, CA Nov 2012 - Current 11
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Nov 2012 - May 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for John P. Paladino
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from John Paladino and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

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 derived from SEC.gov data covering 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.

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.