Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Boddie Elam is an investment advisor representative at Oak Harbor Wealth Partners, LLC. Paul has been in the industry for 20 years and is registered in North Carolina and Texas. He has a Series 7, Series 63, and Series 66 license. Paul specializes in financial planning, portfolio management, and pension consulting. His previous employment includes Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. Paul is also a Director for the Thomas R & Elizabeth E Mclean Foundation and a Board Member for the Raleigh Charter High School Foundation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
01/28/2022 - Present
OAK Harbor Wealth Partners, LLC (RALEIGH NC)
NC
02/13/2013 - 10/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (RALEIGH NC)
NC
05/02/2003 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (RALEIGH NC)
NY
02/27/2003 - 04/30/2003
CARLIN EQUITIES CORP. (NEW YORK NY)
BOTH
Issued 06/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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