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Abigail Lee Vick

Paradigm Money Management, LLC

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About Abigail Lee Vick

Abigail Lee Vick is a registered Investment Advisor Representative with Paradigm Money Management, LLC. Abigail is also registered in Arizona, Illinois, North Carolina, Oklahoma and Pennsylvania. Abigail has experience in the financial services industry since 2015, including working with Charles Schwab & Co., Inc.. Abigail has worked at Paradigm Money Management, LLC since 2019. Abigail also holds the Series 63, Series 65, Series 7 and SIE licenses. Abigail holds the following designations: NA. Abigail is also active in the community, volunteering their time with [Insert organization name here] as well as [Insert organization name here].

Firm Information

Abigail Vick is currently registered with Paradigm Money Management, LLC. Paradigm Money Management, LLC is a financial advisory firm that provides financial planning, pension consulting, and educational seminars. They also offer selection of other advisors. The firm has 2 licensed agents, 3 investment advisor representatives, and 3 investment advisory functions.

Not reported

Assets Under Management

55

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Pension consulting fees/referral fees

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Abigail Vick’s Registration & Firm History

PA

08/14/2023 - Present

Paradigm Money Management, LLC (WAYNE PA)

AZ

03/24/2015 - 03/11/2016

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 05/28/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abigail Lee Vick.
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