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David Robert Mailloux

WEALTHCARE INVESTMENT PARTNERS LLC·PORTSMOUTH, Rhode Island
SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record29 years registeredWEALTHCARE INVESTMENT PARTNERS LLC
35 DYER STREET, PORTSMOUTH, RI 02871CRD# 1574358Firm CRD# 296475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Robert Mailloux · PORTSMOUTH, RI
Registration
CRD #1574358 · WEALTHCARE INVESTMENT PARTNERS LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

WEALTHCARE INVESTMENT PARTNERS LLC
Jul 2018 – present
LPL FINANCIAL LLC
Jan 1997 – Jul 2018
PORTSMOUTH, RI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 63
Series 65
Registration record
First registered · January 13, 1997
Years registered · 29
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
View all advisors at WEALTHCARE INVESTMENT PARTNERS LLC →
Introduction

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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 at WEALTHCARE INVESTMENT PARTNERS LLC

Brian Norman Corriveau
PORTSMOUTH, RI
Derek Domoon Doo
PORTSMOUTH, RI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Rhode Island
PROVIDENCE (66)WESTERLY (14)SMITHFIELD (11)WARWICK (10)WEST WARWICK (9)MIDDLETOWN (8)NEWPORT (8)JOHNSTON (7)EAST GREENWICH (6)LINCOLN (5)
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Research
Advisor Fees in Rhode IslandNational Fee Analysis
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