Andreas
Wochtl
Wealthcare Advisory Partners LLC
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About this Advisor
Andreas Wochtl is a financial advisor based in Exton, Pennsylvania, working with Wealthcare Advisory Partners LLC. Andreas has previously held positions at Delka LTD, Global Atlantic Distributors, LLC, Protective Life, Proequities, Edward Jones, Paychex, Citizens Securities, Inc, Wells Fargo Clearing Services, LLC, and Wealthcare Advisory Partners LLC. Andreas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Andreas is part of Wealthcare Advisory Partners LLC, which operates out of Exton, Pennsylvania. The firm has 69 offices and 210 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthcare Advisory Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$4,541,661,225
210
17,793
$255,250
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
Andreas Wochtl Work History
Wealthcare Advisory Partners LLC
Wells Fargo Clearing Services, LLC
Citizens Securities, Inc
Edward Jones
Protective Life
Proequities
Paychex
Global Atlantic Distributors, LLC
Delka LTD
Disclosures
Please visit the SEC profile of Andreas Wochtl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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