John Paolini (CRD# 4541324) is an Investment Advisor Representative working at Farther in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 3228403
Sand Hill Global Advisors, LLC
CRD# 6058165
Ubs Financial Services Inc.
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farther Finance Advisors, LLC | Buffalo, NY | Aug 2022 - Current | 1 |
| Self-employed | Buffalo, NY | Dec 2013 - Aug 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2023 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- ME
- NY
-
Total Assets Under Management2,182MILLIONS
-
Total Number of Accounts5,112ACCOUNTS
-
Average Account Value$426,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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