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Paul Eichman

OAKTREE ADVISORS LLC·COOPERSBURG, Pennsylvania
SIE, Series 7, Series 63, Series 65CFPClean record13 years registeredOAKTREE ADVISORS LLC
6666 PASSER ROAD, COOPERSBURG, PA 18036CRD# 5732435Firm CRD# 168271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Eichman · COOPERSBURG, PA
Registration
CRD #5732435 · OAKTREE ADVISORS LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

OAKTREE ADVISORS LLC
Aug 2013 – present
PKS ADVISORY SERVICES, LLC
Jan 2013 – Dec 2013
BETHLEHEM, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · January 22, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OAKTREE ADVISORS LLC
CRD 168271 · SEC 801-129908
AUM
$116M
Regulatory assets under management
Employees
6
436 client accounts
Services offered by OAKTREE ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at OAKTREE ADVISORS LLC →
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05

Frequently Asked Questions

What services does Paul Eichman offer?
Paul Eichman specializes in Investment Management. Contact their office in COOPERSBURG, Pennsylvania for a consultation.
What are Paul Eichman's credentials?
Paul Eichman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Paul Eichman located?
Paul Eichman is based in COOPERSBURG, Pennsylvania, working with OAKTREE ADVISORS LLC. Their office serves clients in the COOPERSBURG metropolitan area and surrounding communities.
How does Paul Eichman charge for services?
Paul Eichman's firm is compensated through percentage of aum, other: trust services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKTREE ADVISORS LLC?
OAKTREE ADVISORS LLC has approximately 6 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
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Research
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