CC
Christopher S. Cotterell
WEALTHCARE ADVISORY PARTNERS LLC
WINCHESTER, VA 22601
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CRD#: 2128551
CC
Professional summary
Christopher Stephen Cotterell, who also goes by Chris S Cotterell, Christopher S Cotterell, is a registered financial advisor currently at WEALTHCARE ADVISORY PARTNERS LLC located in Winchester, Virginia and LPL FINANCIAL LLC located in Winchester, Virginia.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Christopher has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris S Cotterell | Christopher S Cotterell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 01/29/2016 - Water Street Financial - Investment-Related - At Reported Business Location(s) - DBA Name for Wealthcare Advisory Partners and LPL Financial - 160 Hours per month - Is a managing partner of the d/b/a Water Street Financial. 2. 04/24/2024 - Wealthcare Advisory Partners LLC - Inv related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 1/31/2024 - 160 Hrs/mo; 6 Hrs During Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 04/24/2024 - Water Street Financial - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/01/2015 - 80 Hours Per Month/ 4 Hours During Trading 4. 06/21/2024 - WSF Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/12/2024 - 0 Hours Per Month/ During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Stephen Cotterell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 2, 2024 - Present
WEALTHCARE ADVISORY PARTNERS LLC
Office #1: 335 Westside Station Drive, Winchester, VA 22601RIA
CRD#: 171976
WINCHESTER, VA
Current
January 29, 2016 - Present
LPL FINANCIAL LLC
Office #1: 335 Westside Station Drive, Winchester, VA 22601RIA
BD
CRD#: 6413
Winchester, VA
Past
October 1, 2021 - December 31, 2023
WATER STREET FINANCIAL LLC
RIA
CRD#: 314822
WINCHESTER, VA
Past
February 3, 2016 - September 30, 2021
WEALTHCARE ADVISORY PARTNERS LLC
RIA
CRD#: 171976
WINCHESTER, VA
Past
June 1, 2008 - January 29, 2016
OSAIC INSTITUTIONS, INC.
RIA
CRD#: 35371
Winchester, VA
Past
June 1, 2008 - January 29, 2016
OSAIC INSTITUTIONS, INC.
BD
CRD#: 35371
Winchester, VA
Past
November 2, 2007 - June 1, 2008
BI INVESTMENTS, LLC
RIA
CRD#: 125437
WINCHESTER, VA
Past
November 2, 2007 - June 1, 2008
BI INVESTMENTS, LLC
BD
CRD#: 125437
WINCHESTER, VA
Past
October 20, 2004 - October 8, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
WINCHESTER, VA
Past
December 18, 2001 - October 8, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
WINCHESTER, VA
Past
September 30, 1998 - November 20, 2001
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
Past
February 1, 1996 - April 14, 1997
WOODSTOCK FINANCIAL GROUP, INC.
BD
CRD#: 38095
WOODSTOCK, GA
Past
August 29, 1995 - December 31, 1995
SUNPOINT SECURITIES, INC.
BD
CRD#: 25442
LONGVIEW, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTHCARE ADVISORY PARTNERS LLC
2020 FINANCIAL GROUP | WISER WEALTHCARE, INC. | WINDBROOK SOLUTIONS, LLC | WILBORN ADVISORS | WEALTHY PROFITS | WEALTHSCORZ FINANCIAL GROUP | WEALTHCARE RETIREMENT PARTNERS | WEALTHCARE PARTNERS OF TENNESSEE | WEALTHCARE PARTNERS OF SANTA BARBARA | WEALTHCARE PARTNERS | WEALTHCARE OF THE LEHIGH VALLEY | WEALTHCARE NY | WEALTHCARE MID-ATLANTIC | WEALTHCARE MANAGEMENT SERVICES | WEALTHCARE LIVONIA | WEALTHCARE CAPITAL MANAGEMENT | WEALTHCARE ADVISORY PARTNERS LLC | WEALTHCARE ADVISORY PARTNERS | WEALTHCARE ADVISORS, LLC | WEALTHCARE ADVISORS LLC | WEALTH MATTERS ADVISORS | WEALTH MATTERS | WATER STREET FINANCIAL | WATER STREET ADVISORY | VICTOR WEALTH MANAGEMENT | TP INVESTMENT ADVISORY SERVICES | TOMASH FINANCIAL | THE MILLERS FINANCIAL GROUP | THE FALKE GROUP WEALTH MANAGEMENT | TATTERSALL FINANCIAL SERVICES | SS&C WEALTH MANAGEMENT | SOMMERS FINANCIAL MANAGEMENT | SOLOFF WEALTH MANAGEMENT | SOLARIS FINANCIAL MANAGEMENT, LLC | SECURE PLANNING GROUP LLC | SECURE PLANNING GROUP | SAVOIRE FINANCIAL | SANCUS WEALTH MANAGEMENT, LLC | PRUDENT WEALTHCARE | PRIVATE WEALTH ADVISORS | PRINCETON WEALTH PLANNING | PRECISION BENEFITS & INSURANCE | PINE HARBOR WEALTH MANAGEMENT | PASCHANG & ASSOCIATES, LLC | PARAGON WEALTH SOLUTIONS | PALUCK CAPITAL MANAGEMENT | PALLADIUM WEALTH MANAGEMENT | OWENBY JONES WEALTH MANAGEMENT LLC | ONE TREE WEALTH MANAGEMENT | MINT STREET CAPITAL | MILLER-RICHARDS WEALTH MANAGEMENT, LLC | MILLER FINANCIAL GROUP | MGR FINANCIAL MANAGEMENT | MCGUIRE FINANCIAL SOLUTIONS | MARK MAHANEY | LUMINOUS WEALTH | LONGFORD WEALTH MANAGEMENT | LONG FINANCIAL GROUP, INC. | LAMACCHIO FINANCIAL GROUP | KNIFFEN PORTFOLIO MANAGEMENT | KK FINANCIAL SOLUTIONS | KEMPNER WEALTH MANAGEMENT | K&G FINANCIAL GROUP | JOPPA MILL ADVISORS LTD | JANET BARR CFS | JA JOHNSON GROUP | INTELLIGENT DIVERSIFIED FINANCIAL (I-D FINANCIAL) | INTEGRATIVE INVESTING | INSIGHT INVESTMENT ADVISORY | INNOVATIVE FINANCIAL SOLUTIONS, INC. | HÖLLJES FINANCIAL, LLC | HAVEN ADVISORY PARTNERS | GUNN FINANCIAL ASSOCIATES | GDI PRIVATE WEALTH ADVISORS | GAC PARTNERS, LLC | FOCALPOINT WEALTH MANAGEMENT | FINPOINT WEALTH MANAGEMENT | FINANCIAL WELLNESS & STRATEGIES | FELLOWS FINANCIAL GROUP | FELLOWS AND BLAKE FINANCIAL GROUP | FELLOWS ADVISORY | FELLOWS & BLAKE & HOFFMAN FINANCIAL, LLC | FELLOWS & BLAKE | FELLOWS | FEDERAL HILL WEALTH MANAGEMENT | EAGLE FINANCIAL | DENALI WEALTH MANAGEMENT | CREEKSIDE FINANCIAL GROUP, INC. | COVENANT INVESTMENTS | COUNSEL FIDUCIARY, LLC | CONNECTIVITY FINANCIAL PARTNERS, INC | COLLABORATIVE FINANCIAL SOLUTIONS | COGENTBLUE WEALTH ADVISORS, LLC | CODY FINANCIAL ADVISORS | COCCARELLI WEALTH MANAGEMENT | CLEAR PATH ADVISORS LLC | CKL CAPITAL | CARRERA FINANCIAL | CARDINAL WEALTH GROUP | CAPITAL WEALTH MANAGEMENT | BREDIN INVESTMENTS | BLUE ADVISORS | BLACKSHIRE WEALTH MANAGEMENT | BIRDS EYE WEALTH PLANNING | BEACON WEALTH MANAGEMENT, LLC | ASSURGENT WEALTH MANAGEMENT | ANDREW M. MEEHAN, INC. | ANDREW M. MEEHAN | ALONGSIDE ADVISORS | ALG FINANCIAL | ADK | WEALTHCARE PARTNERS | AB CLEMENCE & CO | 44 MANAGEMENT | 24 FINANCIAL
CRD#: 171976 / SEC#: 801-80067
RIA
Registered Investment Advisory firm - (7/14/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/23/2024)
RR
Colorado(1/29/2021)
RR
Florida(2/11/2016)
RR
Indiana(9/13/2017)
RR
Maryland(1/24/2020)
RR
Minnesota(5/22/2025)
RR
North Carolina(8/3/2020)
RR
Ohio(2/5/2021)
RR
Pennsylvania(1/14/2019)
RR
South Carolina(1/10/2024)
RR
Virginia(1/29/2016)
IAR
Virginia(1/2/2024)
RR
West Virginia(2/11/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WA
WEALTHCARE ADVISORY PARTNERS LLC
2020 FINANCIAL GROUP | WISER WEALTHCARE, INC. | WINDBROOK SOLUTIONS, LLC | WILBORN ADVISORS | WEALTHY PROFITS | WEALTHSCORZ FINANCIAL GROUP | WEALTHCARE RETIREMENT PARTNERS | WEALTHCARE PARTNERS OF TENNESSEE | WEALTHCARE PARTNERS OF SANTA BARBARA | WEALTHCARE PARTNERS | WEALTHCARE OF THE LEHIGH VALLEY | WEALTHCARE NY | WEALTHCARE MID-ATLANTIC | WEALTHCARE MANAGEMENT SERVICES | WEALTHCARE LIVONIA | WEALTHCARE CAPITAL MANAGEMENT | WEALTHCARE ADVISORY PARTNERS LLC | WEALTHCARE ADVISORY PARTNERS | WEALTHCARE ADVISORS, LLC | WEALTHCARE ADVISORS LLC | WEALTH MATTERS ADVISORS | WEALTH MATTERS | WATER STREET FINANCIAL | WATER STREET ADVISORY | VICTOR WEALTH MANAGEMENT | TP INVESTMENT ADVISORY SERVICES | TOMASH FINANCIAL | THE MILLERS FINANCIAL GROUP | THE FALKE GROUP WEALTH MANAGEMENT | TATTERSALL FINANCIAL SERVICES | SS&C WEALTH MANAGEMENT | SOMMERS FINANCIAL MANAGEMENT | SOLOFF WEALTH MANAGEMENT | SOLARIS FINANCIAL MANAGEMENT, LLC | SECURE PLANNING GROUP LLC | SECURE PLANNING GROUP | SAVOIRE FINANCIAL | SANCUS WEALTH MANAGEMENT, LLC | PRUDENT WEALTHCARE | PRIVATE WEALTH ADVISORS | PRINCETON WEALTH PLANNING | PRECISION BENEFITS & INSURANCE | PINE HARBOR WEALTH MANAGEMENT | PASCHANG & ASSOCIATES, LLC | PARAGON WEALTH SOLUTIONS | PALUCK CAPITAL MANAGEMENT | PALLADIUM WEALTH MANAGEMENT | OWENBY JONES WEALTH MANAGEMENT LLC | ONE TREE WEALTH MANAGEMENT | MINT STREET CAPITAL | MILLER-RICHARDS WEALTH MANAGEMENT, LLC | MILLER FINANCIAL GROUP | MGR FINANCIAL MANAGEMENT | MCGUIRE FINANCIAL SOLUTIONS | MARK MAHANEY | LUMINOUS WEALTH | LONGFORD WEALTH MANAGEMENT | LONG FINANCIAL GROUP, INC. | LAMACCHIO FINANCIAL GROUP | KNIFFEN PORTFOLIO MANAGEMENT | KK FINANCIAL SOLUTIONS | KEMPNER WEALTH MANAGEMENT | K&G FINANCIAL GROUP | JOPPA MILL ADVISORS LTD | JANET BARR CFS | JA JOHNSON GROUP | INTELLIGENT DIVERSIFIED FINANCIAL (I-D FINANCIAL) | INTEGRATIVE INVESTING | INSIGHT INVESTMENT ADVISORY | INNOVATIVE FINANCIAL SOLUTIONS, INC. | HÖLLJES FINANCIAL, LLC | HAVEN ADVISORY PARTNERS | GUNN FINANCIAL ASSOCIATES | GDI PRIVATE WEALTH ADVISORS | GAC PARTNERS, LLC | FOCALPOINT WEALTH MANAGEMENT | FINPOINT WEALTH MANAGEMENT | FINANCIAL WELLNESS & STRATEGIES | FELLOWS FINANCIAL GROUP | FELLOWS AND BLAKE FINANCIAL GROUP | FELLOWS ADVISORY | FELLOWS & BLAKE & HOFFMAN FINANCIAL, LLC | FELLOWS & BLAKE | FELLOWS | FEDERAL HILL WEALTH MANAGEMENT | EAGLE FINANCIAL | DENALI WEALTH MANAGEMENT | CREEKSIDE FINANCIAL GROUP, INC. | COVENANT INVESTMENTS | COUNSEL FIDUCIARY, LLC | CONNECTIVITY FINANCIAL PARTNERS, INC | COLLABORATIVE FINANCIAL SOLUTIONS | COGENTBLUE WEALTH ADVISORS, LLC | CODY FINANCIAL ADVISORS | COCCARELLI WEALTH MANAGEMENT | CLEAR PATH ADVISORS LLC | CKL CAPITAL | CARRERA FINANCIAL | CARDINAL WEALTH GROUP | CAPITAL WEALTH MANAGEMENT | BREDIN INVESTMENTS | BLUE ADVISORS | BLACKSHIRE WEALTH MANAGEMENT | BIRDS EYE WEALTH PLANNING | BEACON WEALTH MANAGEMENT, LLC | ASSURGENT WEALTH MANAGEMENT | ANDREW M. MEEHAN, INC. | ANDREW M. MEEHAN | ALONGSIDE ADVISORS | ALG FINANCIAL | ADK | WEALTHCARE PARTNERS | AB CLEMENCE & CO | 44 MANAGEMENT | 24 FINANCIAL
CRD#: 171976 / SEC#: 801-80067
RIA
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Contact information
Main Address
1065 Andrew Drive, West Chester, PA 19380
Mailing Address
Phone number
(804) 644-4711
Established
Firm type
Fiscal year end
# of Employees
219
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,986 |
| AUM (Assets Under Management) | $ 6,015,135,638 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTHCARE ADVISORY PARTNERS LLC
CRD#: 171976Winchester, VA 22601TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
