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About this Advisor
Paul Pittman is a certified financial planner based in Raleigh, North Carolina. Currently a registered advisor at Wealthplan Partners, they have accumulated 15 years of work experience in the financial advisory industry. Pittman has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Pittman is registered to serve clients based out of North Carolina and Texas. Throughout their career, they have worked at Lpl Financial, LLC, Wealthplan Partners and Securities America Inc. Wealthplan Partners is based out of Raleigh, North Carolina, and operates out of 15 brick-and-mortar locations throughout the nation. Overall, Wealthplan Partners manages $988 million in assets across 2,583 client accounts and employs more than 45 people. The level of assets currently under the firm's management makes it one of the bigger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 13% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Wealthplan Partners can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Wealthplan Partners Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Paul Pittman Work History
Paul has 15 years of experience.
Securities America Inc
Lpl Financial, LLC
Paul Pittman has disclosures.
Please visit their SEC profile for more details.