Anna
Green
Wealthcare Advisory Partners LLC
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About this Advisor
Anna Green is a financial advisor based in West Chester, Pennsylvania with 4 years of relevant experience. Green is an employee of Wealthcare Advisory Partners LLC. Their career trajectory has included roles at Edward Jones, Paychex, Inc, Elderoptions Senior Care, James Madison University, Quaker Steak & Lube, Care Free Home Health, Red Hot & Blue, Ford'S Fish Shack and Wealthcare Advisory Partners, LLC Dba Alg Financial. Green maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Wealthcare Advisory Partners LLC is a firm that has its headquarters in West Chester, PA. The company has offices in 65 locations and a total of 187 people on staff. It handles $4 billion in assets between its 16,562 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 28 charities and foundations. Of its 16,562 client accounts, just 12% belong to high-net-worth clients who have greater than $1 million in investable assets. Wealthcare Advisory Partners LLC performs 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. Fees for financial advisory services usually depend on which services the firm provides the client. Fee types charged by Wealthcare Advisory Partners LLC most likely are comprised 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
Anna Green Work History
Anna has been registered as a financial advisor for 4 years.*
Wealthcare Advisory Partners, LLC Dba Alg Financial
Edward Jones
Paychex, Inc
Elderoptions Senior Care
Ford'S Fish Shack
Quaker Steak & Lube
Care Free Home Health
Red Hot & Blue
James Madison University
*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 Anna Green 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
West Chester, PA
Crozet, VA
Cedar Rapids, IA
Merion Station, PA
Lucas, TX
West Chester, PA
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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