Daniel Charles Mccarthy

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Lpl Financial
  West Chester, PA
• 03/2016 → Present
  Wealthcare Advisory Partners, Llc
  West Chester, PA

Previous Registrations

• 2017-01-07 → 2017-01-11
  Wealthcare Capital Management Llc
  Westchester, PA
  Richmond, VA

Other Businesses

(1) 03/4/16-Wealthcare Partners/DBA for LPL Business (entity for LPL business)/1) No 2) No 3) No 4) Yes, no/100%/1065 Andrew Drive West Chester, PA 19382 (2) 03/4/16-Personal Rental Income/Real Estate Rental/1. Owner of the property 2. 919 Valley Forge Rd., Apt 2, Phoenixville, PA 19460/5%/919 Valley Forge Rd., Phoenixville, PA 19460 (3) 3/11/2016: Wealthcare Advisory Partners, LLC - DBA: (Hybrid) Wealthcare Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/01/2016 - 160 Hours Per Month/40 Hours During Securities Trading - Admin. (4) 3/11/2016: Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 02/01/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-09-12

Designations

• Certified Financial Planner

Other Names

• Dan Mccarthy
• Daniel C Mccarthy