William Manby
William Manby is a ChFC-designated registered investment advisor at Paradigm Investment Advisory LLC, based in Akron, OH, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 6 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Paradigm Investment Advisory charges between $1,000 and $5,000 for financial planning services. The exact fee depends on the complexity of your situation and assets.
Location
1611 Suite A, Akron - Peninsula Rd, Akron, OH, 44313
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2018Regulatory
June 2014Other Business ActivitiesSells Insurance
William is the owner, president, and CEO of Paradigm Equity Strategies, LLC, focusing on financial planning, estate & retirement planning, and insurance sales, dedicating about half of his time. He also manages several investment funds and is involved in various charitable organizations and investment opportunities in Northeast Ohio.
Employment History
Current Registrations
Paradigm Investment Advisory LLC
Previous Registrations
Tripoint Global Equities, LLCBroker
Safeguard Securities, INC.
Safeguard Securities, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Ogilvie Security Advisors CORP
Manby Financial Strategies, INC.
Ogilvie Security Advisors CorporationBroker
Royal Alliance Associates, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.