Paul RadickCRD Number: 6643826
Current Firm: Prudential Financial Planning Services
Paul Radick (CRD# 6643826) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sarasota, FL and has over 5 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Spire Wealth Management, LLC
|The Prudential Insurance Company Of America||Sarasota, FL||Jun 2016 - Current||5|
|Pruco Securities, LLC||Sarasota, FL||Apr 2016 - Current||6|
|Tervis Tumbler Company||North Venice, FL||Jul 2011 - Apr 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2016|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- 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
- 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, VT, WA, WI, WV, WY
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