David
Mailloux
Wealthcare Investment Partners LLC
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About this Advisor
David Mailloux is a financial advisor operating out of Portsmouth, Rhode Island who has 5 years of industry experience. Mailloux is an advisor for Wealthcare Investment Partners LLC. The advisor has gained experience at Lpl Financial, LLC, Wealthcare Investment Partners, LLC and Private Client Services, LLC. Mailloux maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Rhode Island. Wealthcare Investment Partners LLC is a financial advisory company that has its headquarters in Portsmouth, RI. The investment advisory business has a total of 12 advisors. It administers $458 million in total assets across its 2,434 client accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to nine charitable organizations. Of its 2,434 client accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets. Wealthcare Investment Partners LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely depend on which service is offered. Fees charged by Wealthcare Investment Partners LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Investment Partners LLC Brokerage Details
$457,674,291
12
2,434
$188,034
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Mailloux Work History
David has been registered as a financial advisor for 5 years.*
Wealthcare Investment Partners, LLC
Private Client Services, LLC
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Portsmouth, RI
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