Luke
Shevlin
Wealthcare Advisory Partners LLC
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About this Advisor
Luke Shevlin is a financial advisor based in West Chester, Pennsylvania, working with Wealthcare Advisory Partners LLC. Luke has previously held positions at Lpl Financial LLC, Uber, Doordash, Instacart, 7 Mile Free Ride, University Of Delaware, Bayard Rustin High School, Concord Country Club, and Wealthcare Advisory Partners LLC D/B/A 20/20 Financial Group. Luke has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Luke 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
Luke Shevlin Work History
Wealthcare Advisory Partners LLC D/B/A 20/20 Financial Group
Lpl Financial LLC
Uber
Doordash
Instacart
7 Mile Free Ride
University Of Delaware
Bayard Rustin High School
Concord Country Club
Disclosures
Please visit the SEC profile of Luke Shevlin 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
Neptune, NJ
Harleysville, PA
West Chester, PA
Marietta, GA
West Chester, PA
Austin, TX
West Chester, PA
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