Unclaimed Profile

Paul Boddie Elam

OAK HARBOR WEALTH PARTNERS, LLC·RALEIGH, North Carolina

SIE, Series 7, Series 7TO, Series 63, Series 66Clean record23 years registeredOAK 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 · 23 years registered

Brand Profile

Not yet started

Career History

CORDGRASS CAPITAL ADVISORS, LLC

Oct 2021 – present

RAYMOND JAMES & ASSOCIATES, INC.

Feb 2013 – Oct 2021

RALEIGH, NC

MORGAN KEEGAN & COMPANY, INC.

Jun 2003 – Feb 2013

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · June 13, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAK HARBOR WEALTH PARTNERS, LLC

CRD 311528 · SEC 801-122270

AUM

$566M

Regulatory assets under management

Employees

1,397 client accounts

Services offered by OAK HARBOR WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OAK HARBOR WEALTH PARTNERS, LLC →

Introduction

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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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