Paul Raymond Doran
Investment adviser representative at Essential Planning, LLC
20 yearsExperience
3 statesRegistered in
$524.4MFirm assets
30 yearsFirm in business
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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
Experience
20 years in the industry.
- Valmark Securities, Inc.Jun 2020 to now
- Essential Planning, LLCMay 2006 to now
- Purshe Kaplan Sterling InvestmentsOct 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, NH).
Essential Planning, LLC
$524.4MAssets managed
573Clients
2Advisers
30 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
- 4522180
- Firm CRD
- 106651