Matthew
Coburn
Wealthcare Advisory Partners LLC
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About this Advisor
Matthew Coburn is a financial advisor operating out of Blue Bell, Pennsylvania with a total of 2 years of industry experience. Coburn is an advisor for Wealthcare Advisory Partners LLC. Over the course of their career, they have held roles at Cadaret, Grant & Co., Inc, Bloomberg Lp, American Portfolios Financial Services Inc, Wealthcare Advisory Partners LLC Dba Long Financial Group, Inc, Long Financial Group, Inc and M. S. Howells & Co. Coburn holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Wealthcare Advisory Partners LLC is a financial advisory business operating out of West Chester, PA. The firm has offices in 65 locations and a total of 187 advisors. It has $4 billion in assets among its 16,562 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 customer accounts, just 12% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company performs a diverse range 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 typically are based on the type of services. However, fees charged by Wealthcare Advisory Partners LLC can include 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
Matthew Coburn Work History
Matthew has been registered as a financial advisor for 2 years.*
Wealthcare Advisory Partners LLC Dba Long Financial Group, Inc
M. S. Howells & Co
Long Financial Group, Inc
American Portfolios Financial Services Inc
Cadaret, Grant & Co., Inc
Bloomberg Lp
*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 Matthew Coburn 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
Lucas, TX
Harleysville, PA
Cedar Rapids, IA
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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