Stephen Paul (CRD# 7097538) is an Investment Advisor Representative working at Wick Capital Partners, LLC in Wayne, PA and has over 11 years of experience in the finance industry. Stephen Paul 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 |
|---|---|---|---|
| Wick Capital Partners, LLC | Philadelphia, PA | Jan 2019 - Current | 5 |
| Zeiders Enterprises, Inc. | Philadelphia, PA | Sep 2017 - Current | 6 |
| Self | Ewing, NJ | Jun 2016 - Current | 7 |
| Withumsmith+brown, Pc | Princeton, NJ | Sep 2014 - May 2016 | 1 |
| West Capital Management | Philadelphia, PA | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- PA
-
Total Assets Under Management430MILLIONS
-
Total Number of Accounts824ACCOUNTS
-
Average Account Value$522,361
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, FL, NH, NJ, PA, TX
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