Sandra E Tackett

Employer firm

Paradiem, LLC CRD 158200

$483M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → 09/2018
  Lpl Financial, Llc
  Mandeville, LA
• 01/2008 → 11/2023
  Paradiem, Llc
  Covington, LA
• 11/2023 → Present
  Paradiem, Llc
  Covington, LA

Previous Registrations

• 2014-06-25 → 2014-10-22
  Lpl Financial Llc
  Mandeville, LA
  Mandeville, LA

Other Businesses

1. 2/16/2016 - No Business Name - Investment Related - AT REPORTED BUSINESS LOCATION(S) - Other-Notary - START 01/24/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Notary Public. 2. 12/9/2023 - Sandy Tackett Travel - Not Investment Related - Travel Agency - Owner/Agent - 60 Hours Per Month - Homebased travel agent through Archer Travel Group 1: Research and book travel for clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-20
• S63 Uniform Securities Agent State Law Examination
  2010-10-28

Other Names

• Sandy E Tackett