Gary RomeCRD Number: 2305720
Current Firm: Independent Financial Partners
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Lpl Financial LLC||Jacksonville, FL||Oct 2011 - Current||7|
|Independent Financial Partners||Jacksonville, FL||Oct 2011 - Current||7|
|Edward Jones||St Louis, MO||Mar 2005 - Oct 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management5,384MILLIONS
Total Number of Accounts30,286ACCOUNTS
Average Account Value$177,758
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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