Matthew
Coburn
Wealthcare Advisory Partners LLC
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About this Advisor
Matthew Coburn is a financial advisor based in Blue Bell, Pennsylvania, working with Wealthcare Advisory Partners LLC. Matthew has previously held positions 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. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Matthew is part of Wealthcare Advisory Partners LLC, which operates out of Blue Bell, 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
Matthew Coburn Work History
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
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
Harleysville, PA
Neptune, NJ
Marietta, GA
Alpharetta, GA
West Chester, PA
Blue Bell, PA
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