FPA - Paragon Team
Financial Services
300 Willowbrook Ln
14 employees
ABOVE
- Employees
- 14
- Contacts
- 2
- Emails
- 2
- Phones
- 1
FPA - Paragon Team Overview
- Headquarters
- 300 Willowbrook Ln
- Website
- www.fpawealthmgmt.com
- Industry
- Financial Services
- Employees
- 14
- Founded
- 1968
- Stock Symbol
- ABOVE
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About FPA - Paragon Team
The FPA Wealth Management Team provides advice that can change lives. Our team provides business owners, executives and high net worth families advice for life™ through its financial planning and management system, WealthVision®. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Financial Planning Associates, LLC are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
FPA - Paragon Team Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
FPA - Paragon Team Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Thomas H. Vickers, Iii, Chfc, Clu, Rhu | Partner at Financial Planning | West Chester, Pennsylvania, United States |
Email
Phone
|
| Tor Hotham, Cfp®, Chfc® | Greater Philadelphia, United States |
Email
|
|
| Dominic A. Oteri, Cfp® | Wealth Advisor - Fpa Paragon Team |
View
|
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| Shane W. Mccormick, Ms, Cfp®, Cepa® | I Work with Successful Entrepreneurs |
View
|
Employees by Management Level
Individual contributor
3 profiles
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