Paul
Dipalma
The Holland Group, Retirement Wealth Advisors, LLC
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About this Advisor
Paul Dipalma is a financial advisor based in Clearwater, Florida, working with The Holland Group, Retirement Wealth Advisors, LLC. Paul has previously held positions at Southport Capital, Mutual Trust Asset Management, The Holland Group, and The Holland Group, Retirement Wealth Advisors, LLC. Paul has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Paul is part of The Holland Group, Retirement Wealth Advisors, LLC, which operates out of Clearwater, Florida. The firm has 9 employees and manages assets totaling $100.2 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at The Holland Group, Retirement Wealth Advisors, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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The Holland Group, Retirement Wealth Advisors, LLC Brokerage Details
$100,205,898
9
488
$205,340
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Paul Dipalma Work History
Mutual Trust Asset Management
The Holland Group, Retirement Wealth Advisors, LLC
The Holland Group
Southport Capital
Disclosures
Please visit the SEC profile of Paul Dipalma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Holland Group, Retirement Wealth Advisors, LLC
Clearwater, FL
Clearwater, FL
Clearwater, FL
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