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WEALTHCARE INVESTMENT PARTNERS LLC
WEALTHCARE INVESTMENT PARTNERS LLC
PORTSMOUTH, Rhode Island
·
3 registered advisors
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CRD# 296475
SEC# 801-113276
1
(401) 682-2335
01
Firm Overview
AUM
$560M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WEALTHCARE INVESTMENT PARTNERS LLC
3 registered advisors
Brian Norman Corriveau
PORTSMOUTH, Rhode Island
CRD# 1806721
David Robert Mailloux
PORTSMOUTH, Rhode Island
CRD# 1574358
Derek Domoon Doo
PORTSMOUTH, Rhode Island
CRD# 4456911
05
Office Locations
PORTSMOUTH, Rhode Island
3 advisors
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Data sourced from SEC Form ADV filings. WEALTHCARE INVESTMENT PARTNERS LLC (CRD# 296475) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.