Kristen
Shepherd
Wealthcare Advisory Partners LLC
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About this Advisor
Kristen Shepherd is a financial advisor based in West Chester, Pennsylvania, working with Wealthcare Advisory Partners LLC. Kristen has previously held positions at Oracle, 1St Global Capital Corp, 1St Global Advisors, Inc, Beacon Wealth Management, LLC, Wealthcare Advisory Partners, LLC, and Lpl Financial, LLC. Kristen has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Kristen 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
Kristen Shepherd Work History
Wealthcare Advisory Partners, LLC
Lpl Financial, LLC
1St Global Capital Corp
1St Global Advisors, Inc
Beacon Wealth Management, LLC
Oracle
Disclosures
Please visit the SEC profile of Kristen Shepherd 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
Neptune, NJ
West Chester, PA
Harleysville, PA
West Chester, PA
Marietta, GA
Overland Park, KS
West Chester, PA
Alpharetta, GA
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