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Doris Lee Paul

FIDUCIARY CAPITAL MANAGEMENT, INC.·WALLINGFORD, Connecticut
Clean recordFIDUCIARY CAPITAL MANAGEMENT, INC.
1062 BARNES ROAD, WALLINGFORD, CT 06492-0080CRD# 5540841Firm CRD# 105484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Doris Lee Paul · WALLINGFORD, CT
Registration
CRD #5540841 · FIDUCIARY CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Doris Lee Paul is a registered financial advisor based in WALLINGFORD, Connecticut, affiliated with FIDUCIARY CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FIDUCIARY CAPITAL MANAGEMENT, INC.
FIDUCIARY CAPITAL MANAGEMENT, INC.
AUM
$2.6B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FIDUCIARY CAPITAL MANAGEMENT, INC. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5540841
Firm CRD# 105484
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Doris Lee Paul offer?
Doris Lee Paul specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WALLINGFORD, Connecticut for a consultation.
What are Doris Lee Paul's credentials?
Doris Lee Paul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Doris Lee Paul located?
Doris Lee Paul is based in WALLINGFORD, Connecticut, working with FIDUCIARY CAPITAL MANAGEMENT, INC.. Their office serves clients in the WALLINGFORD metropolitan area and surrounding communities.
How does Doris Lee Paul charge for services?
Doris Lee Paul's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY CAPITAL MANAGEMENT, INC.?
FIDUCIARY CAPITAL MANAGEMENT, INC. has approximately 7 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIDUCIARY CAPITAL MANAGEMENT, INC.

Dennis Ray Taney
WALLINGFORD, CT
Joseph R. Sander
WALLINGFORD, CT
Katherine Lane Carter
WALLINGFORD, CT
Peter Eliot Bowles
WALLINGFORD, CT
Wayne Alan Gates
WALLINGFORD, CT
Michael Joseph Deweirdt
WALLINGFORD, CT

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Research
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