JH
Julie Holmwood
Operations Manager at Fpa Paragon Team
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Work Experience
Operations Manager
Jun 2023 - Present · 1 years and 6 months
Holmwood Enterprises, LLC
Business Development Consultant
Jul 2022 - Jul 2023 · 1 years
General Manager
Apr 2016 - Dec 2022 · 6 years and 8 months
Company Details
11-50 Employees
The FPA Wealth Management Team provides advice that can change lives. Our team provides business owners, executives and high net worth families advice for life™ through its financial planning and management system, WealthVision®. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Financial Planning Associates, LLC are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Year Founded
1968
Social Media
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Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
300 Willowbrook Ln 315 West Chester, Pennsylvania 19382, US
Keywords
Wealth ManagementRisk ManagementEstate PlanningEmployee Benefitswealth management servicesinvestment consultingwealth managementinvestment advisorybrokerage and advisorycybersecurity and data
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