Investment adviser representative · Wealthcare Advisory Partners LLC
Paul K. Doak
CRD 2764556 · West Chester, PA
At a glance
Paul K. Doak is an investment adviser representative with Wealthcare Advisory Partners LLC in West Chester, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Paul’s SEC record dates to 2008, about 17 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Wealthcare Advisory Partners LLCSince October 2020West Chester, PA · $8.3B in regulatory assets
SEC adviser record
- Registered since
- 2008 (17 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Paul’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.