PD
PD

Philip Doucette

2 Years of Experience
Auburn, ME

Philip Doucette is a registered investment advisor at Bdm Investments LLC, based in Auburn, ME, with 2 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Two Great Falls Plaza, Box 3400, Auburn, ME, 04212-3400

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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 Activities

Philip is a managing partner of a CPA firm.

Employment History
Current Registrations
Bdm Investments LLC
January 2024 - Present · 2 yrs 4 mos
State Registrations1 state
ME
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.