Paul James Pittman
Investment adviser representative at Wealthplan Investment Management LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Wealthplan Investment Management LLCDec 2024 to now
- Osaic Wealth, Inc.Jun 2024 to Dec 2024
- Securities America Inc.Nov 2016 to Jun 2024
- Wealthplan Partners, LLCJul 2015 to Dec 2024
- LPL Financial, LLCFeb 2003 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wealthplan Investment Management LLC
$2.2BAssets managed
2,145Clients
29Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2570402
- Firm CRD
- 311364