Unclaimed Profile

Mark Bredin

WEALTHCARE ADVISORY PARTNERS LLC·WEST CHESTER, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 65, Series 66ChFC16 years registeredWEALTHCARE ADVISORY PARTNERS LLC

1065 ANDREW DRIVE, WEST CHESTER, PA 19380CRD# 815422Firm CRD# 171976

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Bredin · WEST CHESTER, PA

Registration

CRD #815422 · WEALTHCARE ADVISORY PARTNERS LLC · 16 years registered

Brand Profile

Not yet started

Career History

WEALTHCARE ADVISORY PARTNERS LLC

Dec 2014 – present

LPL FINANCIAL LLC

Jul 2014 – Nov 2015

WEST CHESTER, PA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jul 2010 – Jul 2014

WEST CHESTER, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · July 22, 2010

Years registered · 16

Professional designation · ChFC

Disclosure History

2007Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTHCARE ADVISORY PARTNERS LLC

CRD 171976 · SEC 801-80067

AUM

$4.5B

Regulatory assets under management

Employees

210

17,793 client accounts

Services offered by WEALTHCARE ADVISORY PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHCARE ADVISORY PARTNERS LLC →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST CHESTER?

Browse all registered financial advisors in WEST CHESTER, Pennsylvania or claim this profile if it's yours.

Browse WEST CHESTER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Bredin offer?

Mark Bredin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.

What are Mark Bredin's credentials?

Mark Bredin holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Bredin located?

Mark Bredin is based in WEST CHESTER, Pennsylvania, working with WEALTHCARE ADVISORY PARTNERS LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.

How does Mark Bredin charge for services?

Mark Bredin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHCARE ADVISORY PARTNERS LLC?

WEALTHCARE ADVISORY PARTNERS LLC has approximately 210 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →