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David Robert Mailloux

WEALTHCARE INVESTMENT PARTNERS LLC·PORTSMOUTH, Rhode Island
Unclaimed Profile
35 DYER STREET, PORTSMOUTH, RI 02871CRD# 1574358Firm CRD# 296475
01

About

David Robert Mailloux is a registered financial advisor based in PORTSMOUTH, Rhode Island, affiliated with WEALTHCARE INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTHCARE INVESTMENT PARTNERS LLC
WEALTHCARE INVESTMENT PARTNERS LLC
AUM
$560M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at WEALTHCARE INVESTMENT PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1574358
Firm CRD# 296475
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Robert Mailloux offer?
David Robert Mailloux specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, Rhode Island for a consultation.
What are David Robert Mailloux's credentials?
David Robert Mailloux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Robert Mailloux located?
David Robert Mailloux 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 David Robert Mailloux charge for services?
David Robert Mailloux'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.
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Other advisors in PORTSMOUTH
Brian Norman Corriveau — WEALTHCARE INVESTMENT PARTNERS LLCDerek Domoon Doo — WEALTHCARE INVESTMENT PARTNERS LLC
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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