Paul Raymond Doran

Employer firm

Essential Planning, LLC CRD 106651

$524M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  Essential Planning, Llc
  Portsmouth, NH
• 10/2016 → 06/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2020 → Present
  Valmark Securities, Inc.
  Akron, OH

Previous Registrations

• 2014-06-26 → 2015-09-03
  Investors Capital Corp.
  Wolfeboro Falls, NH
  Lynnfield, MA
  Portsmouth, NH
• 2006-01-27 → 2006-04-28
  Investors Capital Corp.
  Wolfeboro, NH

Other Businesses

1)Valmark Securities, Inc. Investment Related. 130 Springside Dr. Akron, OH 44333. Financial Planning, Registered Representative. Start 06/15/2020. 35hrs/mo, 30hrs/mo during trading hours. Registered representative that works for a brokerage company and serves as a representative for clients trading investment products such as stocks, bonds, and annuities. 2)DORAN INDEPENDENT INSURANCE, LLC; INSURANCE SALES; OWNER; 64 CENTER ST, WOLFOBORO, NH 03896; START DATE 6/1/11; INCOME $180,000; 120/HRS MONTH; 7 TRADING/HRS. DBA: EDDENTIAL PLANNING; FINANCIAL PLANNING; INVESTMENT RELATED; 500 MARKET STREET STUIE 1D, PORTSMOUTH, NH 03801. 3) Wolfeboro Area Recreation Association-Not investment related-Main St., Wolfeboro, NH 03894-501C3-Park-Board of Directors-2/1/2019-10 hrs/mth-0 during trading hrs-Board of Director, monthly meetings for a Recreational Facility in Wolfeboro, NH. 3) ESSENTIAL PLANNING; RIA/FINANCIAL PLANNING/INSURANCE; 500 MARKET STREET #1D PORTSMOUTH, NH 03801; INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-09
• S63 Uniform Securities Agent State Law Examination
  2002-06-17

Other Names

• Paul Raymond Doran
• Paul Doran