Deborah J. Doucet
Professional summary
Deborah J. Doucet, CFP®, who also goes by Deb Doucet, Deborah J. Ippolito, is a registered financial advisor currently at SACO RIVER FINANCIAL PLANNING located in Bartlett, New Hampshire.
Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Deborah has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Deborah J. Doucet's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
January 7, 2015 - Present
SACO RIVER FINANCIAL PLANNING
August 29, 2012 - January 12, 2015
LPL FINANCIAL LLC
August 29, 2012 - January 12, 2015
LPL FINANCIAL LLC
April 13, 2010 - August 28, 2012
CITIZENS SECURITIES, INC.
May 22, 2007 - August 28, 2012
CITIZENS SECURITIES, INC.
June 20, 2006 - May 4, 2007
OSAIC FS, INC.
June 8, 2004 - April 8, 2005
FIRST MONTAUK SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/26/2015)
(1/7/2015)
Exams
Current Firm
SACO RIVER FINANCIAL PLANNING
CRD#: 173682 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 128 |
| AUM (Assets Under Management) | $ 24,126,534 |
Red Flags
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