Paul Sun (CRD# 2923504) is an Investment Advisor Representative working at Sunquest Wealth Management, LLC in North Wales, PA and has over 26 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sunquest Wealth Management, LLC | North Wales, PA | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- PA
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$216,049
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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