Paul
Doak
Wealthcare Advisory Partners LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Paul Doak is a certified financial planner who works out of Bothell, Washington who has 3 years of industry experience. Doak is on the advisory team at Wealthcare Advisory Partners LLC. Throughout their career, Doak has worked at D H Hill Advisors, Inc, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Wealthcare Advisory Partners, LLC and Kms Financial Services, Inc. Doak maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Wealthcare Advisory Partners LLC is a registered investment firm that has its headquarters in West Chester, PA. The company has offices in 65 locations and a total of 187 financial advisors. It has $4 billion in total assets among its 16,562 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 28 charities and foundations. Of its 16,562 customer accounts, just 12% are held by high-net-worth investors who have at least $1 million in investable assets. The firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the financial services offered. However, fees charged by Wealthcare Advisory Partners LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wealthcare Advisory Partners LLC Brokerage Details
$3,907,398,739
187
16,562
$235,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paul Doak Work History
Paul has been registered as a financial advisor for 3 years.*
Wealthcare Advisory Partners, LLC
Kms Financial Services, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
D H Hill Advisors, Inc
*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 Paul Doak 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 Advisory Partners LLC
West Chester, PA
Crozet, VA
West Chester, PA
West Chester, PA
West Chester, PA
Rancho Cordova, CA
West Chester, PA
Downingtown, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
