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Abigail Lee Vick

PARADIGM MONEY MANAGEMENT
WAYNE, PA
·CRD# 6414246·11 years experience

Professional Summary

Abigail Lee Vick, who also goes by Abigail Lee Diehl, is a registered financial advisor currently at PARADIGM MONEY MANAGEMENT, LLC located in Wayne, Pennsylvania. Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Abigail has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Abigail Lee Diehl

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

PARADIGM MONEY MANAGEMENT, LLC·CRD# 304097
RIA
992 Old Eagle School Road Suite 913, Wayne, PA 19087
July 10, 2019 - Present
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Phoenix, AZ
March 24, 2015 - March 11, 2016

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Current Firm

PM
PARADIGM MONEY MANAGEMENT, LLC

PARADIGM MONEY MANAGEMENT, LLC

CRD#: 304097
Arizona
Registered Investment Advisory firm - Arizona (7/10/2019 Approved)
Illinois
Registered Investment Advisory firm - Illinois (5/14/2020 Approved)
North Carolina
Registered Investment Advisory firm - North Carolina (5/26/2023 Approved)
Oklahoma
Registered Investment Advisory firm - Oklahoma (6/8/2023 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (8/11/2023 Approved)

Contact Information

Main Address

992 Old Eagle School Road Suite 913, Wayne, PA 19087

Phone Number

(601) 688-1555

# of Employees

4

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Paradigm Insurance Services, LLC; Wayne, PA; Investment Related; Fixed Insurance Sales; Insurance Agent; Approx. 50% of time spent; started 4/2019.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arizona
(7/10/2019)
IAR
Illinois
(5/14/2020)
IAR
North Carolina
(6/1/2023)
IAR
Oklahoma
(6/8/2023)
IAR
Pennsylvania
(8/14/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2016About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2015About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Abigail Lee Vick's CRS (Customer Relationship Summary).

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