WEALTHCARE ADVISORY PARTNERS LLC ⚠ Disclosure events ACTIVE IA

FINRA firm 171976 · WEST CHESTER, PA · view on BrokerCheck ↗
⚠ Regulatory disclosure flag: FINRA reports regulatory or customer-dispute disclosure events for this firm. The specific details (regulatory actions, arbitrations, customer complaints, criminal events) live on the primary BrokerCheck page. This flag is the KYC tripwire that institutional vendors charge for.

Key facts

FINRA firm ID
171976
Firm name
WEALTHCARE ADVISORY PARTNERS LLC
Other names / DBAs
2020 FINANCIAL GROUP; WISER WEALTHCARE, INC.; WINDBROOK SOLUTIONS, LLC; WILBORN ADVISORS; WEALTHY PROFITS; WEALTHSCORZ FINANCIAL GROUP; WEALTHCARE RETIREMENT PARTNERS; WEALTHCARE PARTNERS OF TENNESSEE; WEALTHCARE PARTNERS OF SANTA BARBARA; WEALTHCARE PARTNERS; WEALTHCARE OF THE LEHIGH VALLEY; WEALTHCARE NY; WEALTHCARE MID-ATLANTIC; WEALTHCARE MANAGEMENT SERVICES; WEALTHCARE LIVONIA; WEALTHCARE CAPITAL MANAGEMENT; WEALTHCARE ADVISORY PARTNERS LLC; WEALTHCARE ADVISORY PARTNERS; WEALTHCARE ADVISORS, LLC; WEALTHCARE ADVISORS LLC; WEALTH MATTERS ADVISORS; WEALTH MATTERS; WATER STREET FINANCIAL; WATER STREET ADVISORY; VICTOR WEALTH MANAGEMENT; TP INVESTMENT ADVISORY SERVICES; TOMASH FINANCIAL; THE MILLERS FINANCIAL GROUP; THE FALKE GROUP WEALTH MANAGEMENT; TENURED WEALTH MANAGEMENT; TATTERSALL FINANCIAL SERVICES; SS&C WEALTH MANAGEMENT; SOMMERS FINANCIAL MANAGEMENT; SOLOFF WEALTH MANAGEMENT; SOLARIS FINANCIAL MANAGEMENT, LLC; SECURE PLANNING GROUP LLC; SECURE PLANNING GROUP; SAVOIRE FINANCIAL; SANCUS WEALTH MANAGEMENT, LLC; RUBIQ FINANCIAL; PRUDENT WEALTHCARE; PRIVATE WEALTH ADVISORS; PRINCETON WEALTH PLANNING; PRECISION BENEFITS & INSURANCE; PINE HARBOR WEALTH MANAGEMENT; PASCHANG & ASSOCIATES, LLC; PARAGON WEALTH SOLUTIONS; PALUCK CAPITAL MANAGEMENT; PALLADIUM WEALTH MANAGEMENT; OWENBY JONES WEALTH MANAGEMENT LLC; ONE TREE WEALTH MANAGEMENT; MINT STREET CAPITAL; MILLER-RICHARDS WEALTH MANAGEMENT, LLC; MILLER FINANCIAL GROUP; MGR FINANCIAL MANAGEMENT; MCGUIRE FINANCIAL SOLUTIONS; MARK MAHANEY; LUMINOUS WEALTH; LONGFORD WEALTH MANAGEMENT; LONG FINANCIAL GROUP, INC.; LAMACCHIO FINANCIAL GROUP; KNIFFEN WEALTHCARE; KNIFFEN PORTFOLIO MANAGEMENT; KK FINANCIAL SOLUTIONS; KEMPNER WEALTH MANAGEMENT; K&G FINANCIAL GROUP; JOPPA MILL ADVISORS LTD; JANET BARR CFS; JA JOHNSON GROUP; INTELLIGENT DIVERSIFIED FINANCIAL (I-D FINANCIAL); INTEGRATIVE INVESTING; INSIGHT INVESTMENT ADVISORY; INNOVATIVE FINANCIAL SOLUTIONS, INC.; HÖLLJES FINANCIAL, LLC; HAVEN ADVISORY PARTNERS; GUNN FINANCIAL ASSOCIATES; GDI PRIVATE WEALTH ADVISORS; GAC PARTNERS, LLC; FOCALPOINT WEALTH MANAGEMENT; FINPOINT WEALTH MANAGEMENT; FINANCIAL WELLNESS & STRATEGIES; FELLOWS FINANCIAL GROUP; FELLOWS AND BLAKE FINANCIAL GROUP; FELLOWS ADVISORY; FELLOWS & BLAKE & HOFFMAN FINANCIAL, LLC; FELLOWS & BLAKE; FELLOWS; FEDERAL HILL WEALTH MANAGEMENT; EAGLE FINANCIAL; DENALI WEALTH MANAGEMENT; CROWLEY WEALTH MANAGEMENT; CREEKSIDE FINANCIAL GROUP, INC.; COVENANT INVESTMENTS; COUNSEL FIDUCIARY, LLC; CONNECTIVITY FINANCIAL PARTNERS, INC; COLLABORATIVE FINANCIAL SOLUTIONS; COGENTBLUE WEALTH ADVISORS, LLC; CODY FINANCIAL ADVISORS; COCCARELLI WEALTH MANAGEMENT; CLEAR PATH ADVISORS LLC; CKL CAPITAL; CARRERA FINANCIAL; CARDINAL WEALTH GROUP; CAPITAL WEALTH MANAGEMENT; BREDIN INVESTMENTS; BLUE ADVISORS; BLACKSHIRE WEALTH MANAGEMENT; BIRDS EYE WEALTH PLANNING; BEACON WEALTH MANAGEMENT, LLC; ATELIER PRIVATE WEALTH LLC; ASSURGENT WEALTH MANAGEMENT; ANDREW M. MEEHAN, INC.; ANDREW M. MEEHAN; ALONGSIDE ADVISORS; ALG FINANCIAL; ADK | WEALTHCARE PARTNERS; AB CLEMENCE & CO; 44 MANAGEMENT; 24 FINANCIAL
IA scope
ACTIVE
SEC IA file
801-80067
Branches
167
Disclosure events
YES
HQ
WEST CHESTER, PA, 19380, United States

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