Wendy Gipson-Fitzpatrick (CRD# 1627207) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 27 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J. Alden Associates, Inc. | Wayne, PA | Sep 2024 - Current | < 1 |
Alden Investment Advisors | Wayne, PA | Sep 2024 - Current | < 1 |
Ages Financial Services, Ltd. | Woburn, MA | Feb 2020 - Sep 2024 | 4 |
Trust Advisory Group, Ltd | Woburn, MA | Feb 2020 - Sep 2024 | 4 |
Lpl Financial, LLC | Charlestown, MA | Aug 2016 - Feb 2020 | 3 |
Investors Capital Corp | Lynnfield, MA | Dec 2009 - Jul 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1997 |
S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- AZ
- FL
- KS
- ME
- MA
- NH
- NJ
- NY
- NC
- PA
- SC
- VA
-
Total Assets Under Management560MILLIONS
-
Total Number of Accounts2,056ACCOUNTS
-
Average Account Value$272,554
- 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)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA
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