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Mark Bredin

WEALTHCARE ADVISORY PARTNERS LLC·WEST CHESTER, Pennsylvania
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1065 ANDREW DRIVE, WEST CHESTER, PA 19380CRD# 815422Firm CRD# 171976
01

About

Mark Bredin is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with WEALTHCARE ADVISORY PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE ADVISORY PARTNERS LLC
AUM
$4.5B
Regulatory assets under management
Employees
210
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 815422
Firm CRD# 171976
8 disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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