Sandra
Tackett

Paradiem, LLC

CRD#5477280
Investment Advisor
in Covington, LA

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About this Advisor

Sandra Tackett is a financial advisor based in Covington, Louisiana, working with Paradiem, LLC. Sandra has previously held positions at Lpl Financial, LLC, Kardia Planning, and Paradiem, LLC. Sandra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana. Currently, Sandra is part of Paradiem, LLC, which operates out of Covington, Louisiana. The firm has 2 offices and 13 employees. The firm manages assets totaling $420.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Paradiem, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

510 N Jefferson Ave
Covington, LA 70433-2640

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Paradiem, LLC Brokerage Details

Total Assets Under Management

$420,418,130

LA Average: $486,181,852
Total Number of Employees

13

LA Average: 13
Total Number of Accounts

325

LA Average: 722
Average Account Size

$1,293,594

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Sandra Tackett Work History

2008 - Present (16 years)

Lpl Financial, LLC

2008 - Present (16 years)

Paradiem, LLC

2011 - 2014 (3 years)

Kardia Planning

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sandra Tackett 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 Paradiem, LLC

Dakota Taylor
Covington, LA
Kristina Schuler
Covington, LA
Russell Riggs
Covington, LA
Sandra Tackett
Covington, LA
Danielle Wauchope
Covington, LA
Eric Dunavant
Covington, LA
Carl Drury
Covington, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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