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.
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Verified contacts
10
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- DA
Dominic A. Oteri
Wealth Advisor · Finance & Accounting
EmailPhone - TH
Thomas H. Vickers
Partner · General Business & Management
EmailPhone - TF
Thomas Furey
Director of Retirement Plan Services · General Business & Management
EmailPhone - BB
Bob Bubser
Wealth Advisor · Finance & Accounting
EmailPhone - JM
Jennifer McCormick
Wealth Manager Assistant · Finance & Accounting
EmailPhone - JH
Julie Holmwood
Operations Manager · Operations
EmailPhone - LM
Lauren McGrath
Client Services Associate · Customer/Client Service
EmailPhone - VT
Vesnaann Tucker
Associate Wealth Advisor · Finance & Accounting
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Fpa - Paragon Team
9 distinct titles indexed · top 9 shown.
- 2wealth advisor
- 1associate wealth advisor
- 1client services associate
- 1director of retirement plan services
- 1emeritus
- 1financial planner
- 1operations manager
- 1partner
- 1wealth manager assistant
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