Armand Doucette, financial advisor Yakima WA

Armand Doucette

CRD Number: 1915462
Current Firm: Surience Private Wealth LLC

Armand Doucette (CRD# 1915462) is an Investment Advisor Representative working at Surience Private Wealth LLC in Yakima, WA and has over 35 years of experience in the finance industry. Armand Doucette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Surience Private Wealth Yakima, WA Jun 2021 - Current 2
Wells Fargo Advisors Financial Network LLC Yakima, WA May 2009 - Jun 2021 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Armand A. Doucette
Phone Number: (509) 853-1597
Firm Website: http://www.surience.com
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $326,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

OR, TX, WA

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