Paul Elam
Advisor at Oak Harbor Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Oak Harbor Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Raleigh, NC 27612
Credentials
Series 63, Series 66
Industry experience
23 years
Paul Elam is a financial advisor at Oak Harbor Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Raymond James & Associates, Inc. from 2013 to 2021. Elam serves as a director of the Thomas R & Elizabeth E Mclean Foundation and is a board member of the Raleigh Charter High School Foundation, both nonprofit organizations with investment oversight responsibilities. Oak Harbor Wealth Partners serves individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management, institutional consulting, and financial planning. The firm employs a strategic asset allocation approach centered on fundamental value analysis, supported by technical analysis for timing decisions, and manages approximately $623 million in assets across about 1,390 clients.
Based on Oak Harbor Wealth Partners, LLC
Based on Oak Harbor Wealth Partners, LLC
Flat fees for financial planning and consulting services, negotiated per engagement
Hourly fees charged for financial planning and consulting, negotiated at engagement
Account minimum: $2,000,000 for institutional consulting clients; otherwise negotiable or not clearly stated Minimum fee: Minimum flat fee may be imposed, not exceeding 1.50% max fee; exact amount negotiated per client Fee-only: Financial planning and consulting fees are hourly or flat fees, negotiated per engagement
3101 Glenwood Avenue, Suite 102
Raleigh, NC 27612
North Carolina · Texas
Oak Harbor Wealth Partners, LLC
2021 - Present (5 years)
Raymond James & Associates
2013 - 2021 (8 years)
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