Paul Doran, financial advisor Portsmouth NH
93 score

Paul Doran

CRD Number: 4522180
Current Firm: Essential Planning, LLC

Paul Doran (CRD# 4522180) is an Investment Advisor Representative working at Essential Planning, LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Investors Capital Corporation Lynnfield, MA Jun 2014 - Current 2
Fortune Financial Services Inc. New Brighton, PA Jun 2006 - Current 10
Essential Planning, LLC Portsmouth, NH May 2006 - Current 10
Avery Insurance Wolfeboro, NH Mar 2004 - Jul 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Paul R. Doran
Phone Number: 603-427-5164
Registered State(s):
  • ME
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $110,247
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MA, ME, NH

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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