Stephen
Paul
Wick Capital Partners, LLC
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About this Advisor
Stephen Paul is a financial advisor based in Wayne, Pennsylvania, working with Wick Capital Partners, LLC. Stephen has previously held positions at Wick Capital Partners, LLC, Zeiders Enterprises, Inc, Self, Withumsmith+Brown, Pc, and West Capital Management. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Stephen is part of Wick Capital Partners, LLC, which operates out of Wayne, Pennsylvania. The firm has 1 office and 10 employees. The firm manages assets totaling $430.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Wick Capital Partners, LLC includes asset-based and fixed fees.
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Fee Structure
Office Location
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Wick Capital Partners, LLC Brokerage Details
$430,425,208
10
824
$522,361
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stephen Paul Work History
Wick Capital Partners, LLC
Zeiders Enterprises, Inc
Self
Withumsmith+Brown, Pc
West Capital Management
Disclosures
Please visit the SEC profile of Stephen Paul 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 Wick Capital Partners, LLC
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
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