Paraklete Financial, Inc.

Paraklete Financial, Inc. (CRD# 142323) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 8 states (or territories).

Current Firm Details
https://www.linkedin.com/company/paraklete-financial-inc./about/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, NC, TN, TX

Financial Advisors at Paraklete Financial, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Patricia Steward, financial advisor Kennesaw GA
Patricia F. Steward
CRD#: 5769447
Kennesaw, GA

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.

2
Susan Tillery, financial advisor Kennesaw GA
Susan M. Tillery
CRD#: 2619678
Kennesaw, GA

Susan Tillery (CRD# 2619678) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Kennesaw, GA and has over 28 years of experience in the finance industry.

3
Thomas Tillery, financial advisor Kennesaw GA
Thomas N. Tillery
CRD#: 1776600
Kennesaw, GA

Thomas Tillery (CRD# 1776600) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Kennesaw, GA and has over 32 years of experience in the finance industry.

4
Sandra Heit, financial advisor Fountain Valley CA
Sandra K. Heit
CRD#: 7750608
Fountain Valley, CA

Sandra Heit (CRD# 7750608) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Fountain Valley, CA and has 1 year of experience in the finance industry.

5
William Jones, financial advisor Gainesville FL
William N. Jones
CRD#: 7752305
4711 Nw 53rd Avenue, Gainesville, FL 32653

William Jones (CRD# 7752305) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Gainesville, FL and has 1 year of experience in the finance industry.

6
William McCutchen, financial advisor Fort Worth TX
William M. McCutchen
CRD#: 7773245
6628 Bryant Irvin Road, Suite 100, Fort Worth, TX 76132

William McCutchen (CRD# 7773245) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Fort Worth, TX and has 1 year of experience in the finance industry.

7
Linda Shepherd, financial advisor Brentwood TN
Linda M. Shepherd
CRD#: 4544511
Brentwood, TN

Linda Shepherd (CRD# 4544511) is an Investment Advisor Representative working at Paraklete Financial, Inc. in Brentwood, TN and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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