Mark
Dougherty
Wealthcare Advisory Partners LLC
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About this Advisor
Mark Dougherty is a certified financial planner who works out of Cherry Hill, New Jersey who has 2 years of relevant experience. Dougherty is on the advisory team at Wealthcare Advisory Partners LLC. Throughout their career, Dougherty has worked at Mutual Of Omaha Investor Services, Inc, Mutual Of Omaha, Lpl Financial, LLC and Wealthcare Advisory Partners LLC. Dougherty holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey and Texas. Wealthcare Advisory Partners LLC is a registered investment company headquartered in West Chester, PA. It has offices in 65 locations and a total of 187 people on staff. It oversees $4 billion in total assets across its 16,562 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 28 charities and foundations. Of its 16,562 client accounts, just 12% belong to high-net-worth investors who have greater than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely vary depending on the financial services offered. Fee types charged by Wealthcare Advisory Partners LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$3,907,398,739
187
16,562
$235,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mark Dougherty Work History
Mark has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Wealthcare Advisory Partners LLC
Mutual Of Omaha Investor Services, Inc
Mutual Of Omaha
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Dougherty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthcare Advisory Partners LLC
West Chester, PA
West Chester, PA
Crozet, VA
West Chester, PA
West Chester, PA
Rancho Cordova, CA
West Chester, PA
Lucas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
