Claim Profile
Unclaimed Profile
BC

Brian Norman Corriveau

WEALTHCARE INVESTMENT PARTNERS LLC·PORTSMOUTH, Rhode Island
SIE, Series 6, Series 7, Series 63, Series 65Clean record22 years registeredWEALTHCARE INVESTMENT PARTNERS LLC
35 DYER STREET, PORTSMOUTH, RI 02871CRD# 1806721Firm CRD# 296475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Norman Corriveau · PORTSMOUTH, RI
Registration
CRD #1806721 · WEALTHCARE INVESTMENT PARTNERS LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

Apr 2004Jul 2018
SMITHFIELD, RI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · April 14, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHCARE INVESTMENT PARTNERS LLC
CRD 296475 · SEC 801-113276
AUM
$560M
Regulatory assets under management
Employees
13
2,652 client accounts
Services offered by WEALTHCARE INVESTMENT PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTSMOUTH?

Browse all registered financial advisors in PORTSMOUTH, Rhode Island or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Brian Norman Corriveau offer?
Brian Norman Corriveau specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, Rhode Island for a consultation.
What are Brian Norman Corriveau's credentials?
Brian Norman Corriveau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Norman Corriveau located?
Brian Norman Corriveau is based in PORTSMOUTH, Rhode Island, working with WEALTHCARE INVESTMENT PARTNERS LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Brian Norman Corriveau charge for services?
Brian Norman Corriveau'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 WEALTHCARE INVESTMENT PARTNERS LLC?
WEALTHCARE INVESTMENT PARTNERS LLC has approximately 13 employees and manages $560M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WEALTHCARE INVESTMENT PARTNERS LLC