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Paul Elam

Advisor at Oak Harbor Wealth Partners, LLC

Updated today

Location

Raleigh, NC 27612

Credentials

Series 63, Series 66

Industry experience

23 years

About

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.

Client services

Based on Oak Harbor Wealth Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Oak Harbor Wealth Partners, LLC

Options & derivatives strategies Private / alternative investments Concentrated stock management

Fee options

Fixed

Flat fees for financial planning and consulting services, negotiated per engagement

Project-based

Hourly fees charged for financial planning and consulting, negotiated at engagement

Other

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

Location

3101 Glenwood Avenue, Suite 102

Raleigh, NC 27612

Most active in

North Carolina · Texas

Work history

Oak Harbor Wealth Partners, LLC

2021 - Present (5 years)

Raymond James & Associates

2013 - 2021 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher C

Series 63

Durham, NC

Chris C Crenshaw Financial Services, LLC

Christopher Crenshaw is the sole advisor at Chris C Crenshaw Financial Services, LLC, an independent firm based in Durham, NC. He holds a Series 63 designation and has 16 years of industry experience. He has been with his firm since 1996. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. It emphasizes strategic asset allocation, diversification, and both fundamental and technical analysis, serving a concentrated group of primarily high-net-worth clients alongside corporate and business clients.

Wealth management
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Series 65

Cary, NC

Eustace Advisors

Raymond Eustace is a financial advisor at Eustace Advisors in Cary, NC, holding a Series 65 designation with three years of industry experience. Prior to founding Eustace Advisors, he worked at ClearComm Technical Sales from 2003 to 2020 and operated Nadaje Holdings LLC from 2013 to 2022. Eustace Advisors is an independent, fee-only firm that provides advice-only financial planning and investment analysis to individuals and high-net-worth clients. The firm’s approach is based on Modern Portfolio Theory with a focus on long-term, passive investment strategies, and it offers services including financial plan development, project-based planning, ongoing planning, educational seminars, and optional tax return preparation.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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New Hill, NC

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Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has prior experience at Mediant Communications Inc. and Betanxt, where he was involved in investor communications and back-office technology platforms. Nobles divides his time between his advisory role and his executive responsibilities at BetaNXT. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a fundamentally driven, primarily long-term investment approach and may engage third-party independent managers to implement portfolio strategies.

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
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Series 65

Morrisville, NC

gnrfunds LLC

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Active portfolio management Concentrated stock management Options & derivatives strategies Executive
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Series 65

Holly Springs, NC

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Annuities
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Joseph S

PFS™, Series 65

Durham, NC

Reliance Financial Group, Inc.

Joseph Stover is a financial advisor at Reliance Financial Group, Inc. in Durham, NC, holding the PFS™ designation and Series 65 license with 22 years of industry experience. He has been with Reliance Financial Group since 1999. Reliance Financial Group is an independent firm providing discretionary portfolio management, financial planning, and consulting to individual investors, retirement plans, and charitable organizations. The firm emphasizes asset allocation and model-based portfolios, combining fundamental security analysis with long-term investment strategies and periodic rebalancing.

General retirement planning Cash flow / budgeting General tax planning Wealth management
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