PE
CFP
PE
CFP

Paul Eichman

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

6666 Passer Road, Suite 4, Coopersburg, PA, 18036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Paul owns Oaktree Advisors LLC, where he sells insurance products and works as an Investment Advisor Representative. He dedicates a few hours per week to insurance sales and about 10-20% of his time to investment management.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
February 2025 - Present · 1 yr
Oaktree Advisors LLC
August 2013 - Present · 12 yrs 6 mos
Previous Registrations
Pks Advisory Services, LLC
January 2013 - December 2013 · 11 mos
Purshe Kaplan Sterling InvestmentsBroker
December 2009 - February 2025 · 15 yrs 2 mos
State Registrations14 states
AZCODEFLKSMENHNJNYOHPASCVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.