Unclaimed Profile

Paul Boddie Elam

OAK HARBOR WEALTH PARTNERS, LLC·RALEIGH, North Carolina

Clean recordOAK HARBOR WEALTH PARTNERS, LLC

3101 GLENWOOD AVENUE, RALEIGH, NC 27612CRD# 4640119Firm CRD# 311528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Boddie Elam · RALEIGH, NC

Registration

CRD #4640119 · OAK HARBOR WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Boddie Elam is a registered financial advisor based in RALEIGH, North Carolina, affiliated with OAK HARBOR WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OAK HARBOR WEALTH PARTNERS, LLC

AUM

$566M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OAK HARBOR WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4640119

Firm CRD# 311528

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Boddie Elam offer?

Paul Boddie Elam specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Paul Boddie Elam's credentials?

Paul Boddie Elam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Boddie Elam located?

Paul Boddie Elam is based in RALEIGH, North Carolina, working with OAK HARBOR WEALTH PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Paul Boddie Elam charge for services?

Paul Boddie Elam's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAK HARBOR WEALTH PARTNERS, LLC?

OAK HARBOR WEALTH PARTNERS, LLC has approximately 7 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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