FPA - Paragon Team

FPA Wealth Management is a renowned financial advisory firm founded in 1968, headquartered in the United States. The company's mission is to provide advice that can change lives through their financial planning and management system, WealthVision®. With a focus on catering to business owners, executives, and high net worth families, FPA Wealth Management offers personalized investment advice and solutions. The company operates within the framework of securities offered through LPL Financial, Member FINRA/SIPC, and investment advice offered through Private Advisor Group, a registered investment advisor.

It's important to note that Private Advisor Group and Financial Planning Associates, LLC are separate entities from LPL Financial. Notably, the financial professionals associated with LPL Financial are authorized to discuss and transact business only with residents of specific states where they are registered or licensed. Additionally, it's highlighted that the third-party posts found on their profile do not necessarily reflect the views of LPL Financial and have not been reviewed by the organization for accuracy or completeness.