Justin
Vestri
Wealthcare Advisory Partners LLC
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About this Advisor
Justin Vestri is a financial advisor based in West Chester, Pennsylvania, working with Wealthcare Advisory Partners LLC. Justin has previously held positions at Citizens Securities, Inc, Citizens Bank, Wegmans, Full-Time Education At Canisius College, Courier Capital, Buffalo Chophouse, Bill Grays, Full-Time Education At Webster Thomas Highschool, Hanks Ice Cream And Grill, Lpl Financial, LLC, and Wealthcare Advisory Partners, LLC. Justin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and New York. Currently, Justin is part of Wealthcare Advisory Partners LLC, which operates out of West Chester, 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
Justin Vestri Work History
Lpl Financial, LLC
Wealthcare Advisory Partners, LLC
Citizens Securities, Inc
Citizens Bank
Wegmans
Full-Time Education At Canisius College
Courier Capital
Full-Time Education At Canisius College
Buffalo Chophouse
Full-Time Education At Canisius College
Full-Time Education At Canisius College
Bill Grays
Full-Time Education At Webster Thomas Highschool
Hanks Ice Cream And Grill
Disclosures
Please visit the SEC profile of Justin Vestri 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
Harleysville, PA
West Chester, PA
Neptune, NJ
West Chester, PA
Alpharetta, GA
West Chester, PA
Overland Park, KS
The content in this profile was updated by SmartAsset on 6/19/2024. 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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