Paul Alegi (CRD# 2861479) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sarasota, FL and has over 14 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates | Sarasota, FL | Aug 2023 - Current | < 1 |
| Bank Of America, N.a | Wayzata, MN | Jan 2020 - Aug 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata, MN | Nov 2019 - Aug 2023 | 3 |
| Independent Insurance Agent | Minneapolis, MN | Sep 2018 - Nov 2019 | 1 |
| Guardian Wealth Strategies, LLC | Minneapolis, MN | Nov 2017 - Nov 2019 | 2 |
| Isc Financial Advisors | Albert Lea, MN | Sep 2016 - Nov 2017 | 1 |
| Voya Financial Advisors, Inc. | Shorewood, MN | Apr 2016 - Aug 2016 | < 1 |
| Contego Capital Advisors, LLC | Edina, MN | Jul 2014 - Mar 2016 | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Apr 2011 - Jul 2014 | 3 |
| Advisornet Wealth Management | Minneapoliks, MN | Apr 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2009 |
| S63 | Uniform Securities State Law Examination | Feb 2020 |
- FL
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
-
Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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
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.