William
Corr
Wealthcare Advisory Partners LLC
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About this Advisor
William Corr is a financial advisor based out of Blue Bell, Pennsylvania with a total of 2 years of industry experience. Corr currently works for Wealthcare Advisory Partners LLC. Over the course of their career, they have held roles at Cuna Mutual Group, Cuna Brokerage Services, Inc, Cadaret, Grant & Co., Inc, M.S. Howells & Co and Wealthcare Advisory Partners LLC. Corr has Series 63 and Series 66 licenses, designating them as a securities agent, and can work in Pennsylvania. Wealthcare Advisory Partners LLC is a business based out of West Chester, PA. It has offices in 65 locations and a total of 187 advisors. It oversees $4 billion in assets under management across its 16,562 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 28 charitable organizations. Of its 16,562 client accounts, just 12% are held by high-net-worth clients who have at least $1 million in assets. Wealthcare Advisory Partners LLC performs a diverse set 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 for financial management largely vary depending on which services are provided. 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
William Corr Work History
William has been registered as a financial advisor for 2 years.*
M.S. Howells & Co
Wealthcare Advisory Partners LLC
Cadaret, Grant & Co., Inc
Cuna Mutual Group
Cuna Brokerage Services, Inc
*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 William Corr 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
Crozet, VA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
Blue Bell, PA
Cedar Rapids, IA
Rancho Cordova, CA
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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