Kristen
Shepherd

Wealthcare Advisory Partners LLC

CRD#5608552
Investment Advisor
in West Chester, PA

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About this Advisor

Kristen Shepherd is a financial advisor who works out of West Chester, Pennsylvania with 4 years of relevant experience. Shepherd currently works for Wealthcare Advisory Partners LLC. During their career, Shepherd has held roles at Oracle, 1St Global Capital Corp, 1St Global Advisors, Inc, Beacon Wealth Management, LLC, Wealthcare Advisory Partners, LLC and Lpl Financial, LLC. Shepherd has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Wealthcare Advisory Partners LLC is a registered investment company that has its headquarters in West Chester, PA. The investment advisory business has offices in 65 locations and a total of 187 people on staff. It manages $4 billion in assets under management across its 16,562 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 28 charities and foundations. Of its 16,562 accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Wealthcare Advisory Partners LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services are offered. Fees billed by Wealthcare Advisory Partners LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1065 Andrew Drive
West Chester, PA 19380

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Wealthcare Advisory Partners LLC Brokerage Details

Total Assets Under Management

$3,907,398,739

PA Average: $15,833,994,310
Total Number of Employees

187

PA Average: 41
Total Number of Accounts

16,562

PA Average: 3,342
Average Account Size

$235,926

PA Average: $4,737,880

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

Kristen has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Wealthcare Advisory Partners, LLC

2019 - Present (5 years)

Lpl Financial, LLC

2015 - 2019 (4 years)

1St Global Capital Corp

2015 - 2019 (4 years)

1St Global Advisors, Inc

2014 - 2019 (5 years)

Beacon Wealth Management, LLC

2009 - 2014 (5 years)

Oracle

*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 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

James Graves
West Chester, PA
Jasmine Lambert
West Chester, PA
Christopher Underwood
West Chester, PA
Stephen Coffman
Crozet, VA
Andrew Meehan
West Chester, PA
James Krause
West Chester, PA
Jason Forsythe
Downingtown, PA
Smitha Thomas
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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