Unclaimed Profile

Armand Alexander Doucette

SURIENCE PRIVATE WEALTH LLC·YAKIMA, Washington

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65CFP ChFCClean record26 years registeredSURIENCE PRIVATE WEALTH LLC

402 E YAKIMA AVE, YAKIMA, WA 98901CRD# 1915462Firm CRD# 313055

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Armand Alexander Doucette · YAKIMA, WA

Registration

CRD #1915462 · SURIENCE PRIVATE WEALTH LLC · 26 years registered

Brand Profile

Not yet started

Career History

SURIENCE PRIVATE WEALTH LLC

Jun 2021 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Aug 2003 – Jun 2021

YAKIMA, WA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Dec 1999 – Sep 2003

YAKIMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · December 21, 1999

Years registered · 26

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SURIENCE PRIVATE WEALTH LLC

CRD 313055 · SEC 801-120656

AUM

$111M

Regulatory assets under management

Employees

341 client accounts

Services offered by SURIENCE PRIVATE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SURIENCE PRIVATE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Armand Alexander Doucette offer?

Armand Alexander Doucette specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YAKIMA, Washington for a consultation.

What are Armand Alexander Doucette's credentials?

Armand Alexander Doucette holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Armand Alexander Doucette located?

Armand Alexander Doucette is based in YAKIMA, Washington, working with SURIENCE PRIVATE WEALTH LLC. Their office serves clients in the YAKIMA metropolitan area and surrounding communities.

How does Armand Alexander Doucette charge for services?

Armand Alexander Doucette's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SURIENCE PRIVATE WEALTH LLC?

SURIENCE PRIVATE WEALTH LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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