MB
Mark Bredin
WEALTHCARE ADVISORY PARTNERS LLC
WEST CHESTER, PA 19380
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CRD#: 815422
MB
Professional summary
Mark Bredin is a registered financial advisor currently at WEALTHCARE ADVISORY PARTNERS LLC located in West Chester, Pennsylvania and LPL FINANCIAL LLC located in West Chester, Pennsylvania.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1975. Mark has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, PC, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) 06/30/2014: NO BUSINESS NAME - INV REL - 2 W MARKET ST, STE 405, WEST CHESTER, PA 19382 - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - AGENT. LIFE INSURANCE (2) 12/12/2014: WEALTHCARE PARTNERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 32 ANDREW DR WEST CHESTER PA 19380 - 20 HR/MO ALL DURING SECS TRDG HRS (3) 01/30/2015: WEALTHCARE ADVISORY PARTNERS, LLC - INV REL - 1065 ANDREW DRIVE WEST CHESTER, PA 19380 - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) WEALTHCARE ADVISORY PARTNERS, LLC - START 11/28/14 - 40 HR/MO ALL DURING SECS TRDG HRS - PROVIDE INVESTMENT ADVICE (4) 02/24/2015: BREDIN INVESTMENT SERVICES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 1065 ANDREW DR WEST, CHESTER PA 19380 - START 07/01/2014 - 100 HR/MO 60 DURING SECS TRDG HRS (5) 03/03/2015: WEALTHCARE ADVISORY PARTNERS.,LLC - INV REL - 1065 ANDREW DR WEST CHESTER, PA 19380 - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) WEALTHCARE PARTNERS - START 02/19/2015 - 100 HR/MO 60 DURING SECS TRDG HRS - OFFER FINANCIAL PLANS AND ADVICE ON A FIXED AS WELL AS HOURLY FEE (6) 07/27/2022 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 11/28/2014 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners, LLC, an independent investment advisor firm. I started this business activity in 11/2014. I expect to spend approximately 40 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.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Bredin'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
December 10, 2014 - Present
WEALTHCARE ADVISORY PARTNERS LLC
Office #1: 1065 Andrew Drive, West Chester, PA 19380RIA
CRD#: 171976
WEST CHESTER, PA
Current
June 30, 2014 - Present
LPL FINANCIAL LLC
Office #1: 1065 Andrew Drive, West Chester, PA 19380Office #2: 1021 East Cary St., Suite 702, Richmond, VA 23219RIA
BD
CRD#: 6413
West Chester, PA
Past
July 1, 2014 - November 2, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
WEST CHESTER, PA
Past
July 22, 2010 - July 22, 2014
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
WEST CHESTER, PA
Past
March 31, 2005 - July 22, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
WEST CHESTER, PA
Past
August 8, 1997 - April 7, 2005
LOCKWOOD FINANCIAL SERVICES, INC.
BD
CRD#: 40655
MALVERN, PA
Past
September 26, 1978 - August 20, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
November 20, 1975 - September 26, 1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BD
CRD#: 572
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
Alabama(11/12/2015)
RR
Arizona(11/24/2015)
RR
Arkansas(5/2/2018)
RR
California(6/30/2014)
RR
Colorado(5/9/2016)
RR
Connecticut(11/28/2014)
RR
Delaware(6/30/2014)
RR
District of Columbia(1/30/2017)
RR
Florida(6/30/2014)
RR
Georgia(6/30/2014)
RR
Hawaii(5/7/2015)
RR
Idaho(6/12/2019)
RR
Illinois(8/24/2015)
RR
Indiana(6/14/2016)
RR
Iowa(1/9/2018)
RR
Kansas(7/23/2017)
RR
Kentucky(1/11/2019)
RR
Louisiana(4/7/2017)
RR
Maine(6/30/2014)
RR
Maryland(6/30/2014)
RR
Massachusetts(6/30/2014)
RR
Michigan(6/30/2014)
RR
Minnesota(10/10/2016)
RR
Mississippi(3/11/2016)
RR
Missouri(7/12/2017)
RR
Montana(4/13/2015)
RR
Nebraska(6/21/2016)
RR
Nevada(8/13/2018)
RR
New Hampshire(6/12/2019)
RR
New Jersey(6/30/2014)
RR
New Mexico(8/24/2015)
RR
New York(6/30/2014)
RR
North Carolina(8/14/2014)
RR
North Dakota(9/16/2022)
RR
Ohio(6/30/2014)
RR
Oklahoma(3/11/2016)
RR
Oregon(8/23/2016)
RR
Pennsylvania(7/1/2014)
IAR
Pennsylvania(12/10/2014)
RR
Rhode Island(6/30/2014)
RR
South Carolina(11/28/2014)
RR
Tennessee(6/30/2014)
RR
Texas(6/30/2014)
RR
Utah(10/8/2018)
RR
Vermont(5/13/2022)
RR
Virginia(6/30/2014)
RR
Washington(1/16/2016)
RR
West Virginia(11/16/2015)
RR
Wisconsin(7/29/2016)
RR
Wyoming(10/10/2016)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 9/8/1977
AMEX Put and Call ExamGeneral Industry/Product 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTHCARE ADVISORY PARTNERS LLC
CRD#: 171976West Chester, PA 19380TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
