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.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
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 |
- CA
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Total Assets Under Management7,466MILLIONS
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Total Number of Accounts17,089ACCOUNTS
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Average Account Value$436,887
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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