Paul Laviola (CRD# 3068433) is an Investment Advisor Representative working at Foundation Wealth Management, LLC in Media, PA and has over 25 years of experience in the finance industry. Paul Laviola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Temple University | Philadelphia, PA | Jan 2016 - Current | 8 |
| Foundation Wealth Management, LLC | Media, PA | Aug 2013 - Current | 10 |
| Temple University | Philadelphia, PA | Aug 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
- PA
-
Total Assets Under Management167MILLIONS
-
Total Number of Accounts343ACCOUNTS
-
Average Account Value$487,678
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
DE, NJ, PA
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