Paul
Pittman

Wealthplan Partners

CRD#2570402
Investment Advisor
in Raleigh, NC
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

116 N. West Street Suite 220
Raleigh, NC 27603

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Wealthplan Partners Brokerage Details

Total Assets Under Management

$1,665,378,328

NC Average: $1,978,216,465
Total Number of Employees

70

NC Average: 226
Total Number of Accounts

7,340

NC Average: 7,467
Average Account Size

$226,891

NC Average: $264,928

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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.

2016 - Present (3 years)

Securities America Inc

2015 - Present (4 years)

Wealthplan Partners

2003 - 2016 (13 years)

Lpl Financial, LLC

Disclosures

Paul Pittman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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