David
Mailloux
Wealthcare Investment Partners LLC
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About this Advisor
David Mailloux is a financial advisor based in Portsmouth, Rhode Island, working with Wealthcare Investment Partners LLC. David has previously held positions at Lpl Financial, LLC, Wealthcare Investment Partners, LLC, and Private Client Services, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, David is part of Wealthcare Investment Partners LLC, which operates out of Portsmouth, Rhode Island. The firm has 1 office and 13 employees. The firm manages assets totaling $560.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Wealthcare Investment Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Office Location
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Wealthcare Investment Partners LLC Brokerage Details
$560,058,798
13
2,652
$211,184
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Mailloux Work History
Wealthcare Investment Partners, LLC
Private Client Services, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of David Mailloux to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthcare Investment Partners LLC
Portsmouth, RI
Portsmouth, RI
Portsmouth, RI
Portsmouth, RI
Portsmouth, RI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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