Paulette W. Wolfe
Professional summary
Paulette Wheeler Wolfe, who also goes by Paulette Lynn Wheeler, Paulette Lynn Wolfe, is a registered financial advisor currently at WHITEGATE INVESTMENT COUNSELORS, INC. located in Concord, New Hampshire.
Paulette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Paulette has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paulette Wheeler Wolfe's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 2007 - Present
WHITEGATE INVESTMENT COUNSELORS, INC.
Office #1: 143 North Main Street Suite 203, Concord, NH 03301Primary Firm SEC Registration
WHITEGATE INVESTMENT COUNSELORS, INC.
CRD#: 107732 / SEC#: 801-40719
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/2007)
(7/9/2024)
(1/3/2007)
(1/1/2007)
(7/9/2024)
(7/9/2024)
(7/10/2024)
Current Firm
WHITEGATE INVESTMENT COUNSELORS, INC.
CRD#: 107732 / SEC#: 801-40719
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 497 |
| AUM (Assets Under Management) | $ 545,639,585 |
Red Flags
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Company Information
WHITEGATE INVESTMENT COUNSELORS, INC.
CRD#: 107732Concord, NH 03301TRUST BUT VERIFY
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