Armand
Doucette
Surience Private Wealth LLC
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About this Advisor
Armand Doucette is a certified financial planner and chartered financial consultant based out of Yakima, Washington with a total of 2 years of relevant experience. Doucette works at Surience Private Wealth LLC. Throughout their career, Doucette has worked at Wells Fargo Advisors Financial Network LLC and Surience Private Wealth. Doucette has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas and Washington. Surience Private Wealth LLC is an advisory firm that has its headquarters in Yakima, WA. It oversees $108 million in total assets between its 415 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 415 client accounts, 52% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules are based on which services the firm provides the client. Fees charged by Surience Private Wealth LLC most likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Surience Private Wealth LLC Brokerage Details
$107,822,067
3
415
$259,812
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Armand Doucette Work History
Armand has been registered as a financial advisor for 2 years.*
Surience Private Wealth
Wells Fargo Advisors Financial Network 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 Armand Doucette 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 Surience Private Wealth LLC
Yakima, WA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
