Paraklete Financial, Inc.

Paraklete Financial, Inc. (CRD# 142323) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, NC, SC

Financial Advisors at Paraklete Financial, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Susan M. Tillery
CRD#: 2619678
Kennesaw, GA
96
Wealthminder
score

Susan Tillery (CRD# 2619678) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Kennesaw, GA and has over 22 years of experience in the finance industry. Susan Tillery 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.

2
Thomas N. Tillery
CRD#: 1776600
Kennesaw, GA
96
Wealthminder
score

Thomas Tillery (CRD# 1776600) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Kennesaw, GA and has over 26 years of experience in the finance industry. Thomas Tillery 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.

3
Bradley N. Leskoven
CRD#: 6661288
1230 Valley Reserve Dr. Nw, Kennesaw, GA 30152
90
Wealthminder
score

Bradley Leskoven (CRD# 6661288) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Kennesaw, GA and has 1 year of experience in the finance industry. Bradley Leskoven 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.

4
Carolyn V. Larsen-Wieber
CRD#: 5769109
3120 Highwoods Blvd, Ste. 207, Raleigh, NC 27604
87
Wealthminder
score

Carolyn Larsen-Wieber (CRD# 5769109) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Raleigh, NC and has 1 year of experience in the finance industry.

5
Patricia F. Steward
CRD#: 5769447
Kennesaw, GA
87
Wealthminder
score

Patricia Steward (CRD# 5769447) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Kennesaw, GA and has 1 year of experience in the finance industry.

6
William A. Thiem
CRD#: 6323386
63 Broad Street, Charleston, SC 29401
87
Wealthminder
score

William Thiem (CRD# 6323386) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Charleston, SC and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.