DP
DP

David Timothy Provinsal

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
773 clients
Average Client Portfolio
$606K average
Assets Under Management
$468.3M

Fee Structure

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Location

1140 Highway 22 East, Suite 105, Bridgewater, NJ, 08807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David operates Paradigm Wealth Management LLC and Paradigm Partners as DBAs for his LPL business. He also provides investment advisory services through Paradigm Wealth Advisory, LLC and Paradigm Advisor Group, LLC, spending about half his time on Paradigm Wealth Advisory and about 10-20% of his time on Paradigm Advisor Group.

Employment History
Current Registrations
Paradigm Wealth Advisory LLC
May 2016 - Present · 9 yrs 9 mos
LPL Financial LLCBroker
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
First Allied Advisory Services, INC.
May 2012 - May 2016 · 4 yrs
First Allied Securities, INC.
February 2011 - August 2012 · 1 yr 6 mos
First Allied Securities, INC.Broker
November 2009 - April 2016 · 6 yrs 5 mos
Capital Brokerage CorporationBroker
March 2003 - November 2009 · 6 yrs 8 mos
Aig Sunamerica Capital Services, INC.Broker
June 2001 - February 2003 · 1 yr 8 mos
Metlife Securities INC.Broker
July 2000 - April 2001 · 9 mos
Metropolitan Life Insurance CompanyBroker
July 2000 - April 2001 · 9 mos
Copeland Equities, INC.Broker
June 1998 - March 2000 · 1 yr 9 mos
State Registrations40 states
AKAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMIMNMONCNDNENHNJNMNYOHORPARISCSDTNTXVAVTWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.