Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Doak is a financial advisor at Wealthcare Advisory Partners LLC. Paul has been in the industry since 1996, and has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Paul specializes in financial planning, investment management, and retirement planning. Paul is committed to providing personalized service and helping clients achieve their financial goals.
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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PA
10/19/2020 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
WA
10/16/2019 - 10/19/2020
KMS FINANCIAL SERVICES, INC. (Bothell WA)
WA
07/28/2014 - 10/21/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bothell WA)
TX
07/09/2007 - 08/01/2014
D.H. HILL SECURITIES, LLLP (KINGWOOD TX)
NM
03/09/1999 - 07/12/2007
PRINCOR FINANCIAL SERVICES CORPORATION (ALBUQUERQUE NM)
NY
06/30/1997 - 02/05/1999
MONY SECURITIES CORP. (NEW YORK NY)
IA
09/17/1996 - 07/11/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 10/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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