Best Investors Account Sign in
Inactive

Andrew Murphy Windham

Wealthcare Advisory Partners LLC

West Chester, PA

Acworth, GA

CRD 6692610

Claim This Profile
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:

Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-01-03
  • GA RA
    APPROVED
    Since 2020-01-03

Branch Locations

1065 Andrew Drive, West Chester, PA 19380 • United States

3950 Cobb Parkway, Suite 1004, Acworth, GA 30101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Wealth Advisors Acworth GA 08/2016 12/2019
Windbrook Solutions Acworth GA 04/2002 Present
College Planning Institute Acworth GA 09/2010 Present
Georgia Prep Sports Network Acworth GA 10/2007 Present
Wealthcare Advisory Partners, Llc Dba Windbrook Solutions Acworth GA 12/2019 Present
  • 08/2016 → 12/2019
    Retirement Wealth Advisors
    Acworth, GA
  • 04/2002 → Present
    Windbrook Solutions
    Acworth, GA
  • 09/2010 → Present
    College Planning Institute
    Acworth, GA
  • 10/2007 → Present
    Georgia Prep Sports Network
    Acworth, GA
  • 12/2019 → Present
    Wealthcare Advisory Partners, Llc Dba Windbrook Solutions
    Acworth, GA
Previous Registrations
Other Businesses

1) Windbrook Solutions; Insurance/investment related; 3950 cobb parkway, 1004 acworth, GA 30101; Insurance sales; owner/agent; started 4/02;approx.. 40 hrs per week, 25 hrs per week during securities hours; independently sell life, annuities, DI & LTC 2) College Planning Institute; college;non-investment related; 3950 cobb pkwy suite 1004, acworth, GA 30101; College and career consulting;owner;started 10/09; 45 hours per week (21 per week during trading hours);work with college bound students and families through college admissions, career and financial aid process. 3)Georgia Prep Sport Network; non-investment related; 3950 cobb pkwy suite 1004, acworth, GA 30101; director of broadcasting/ owner; started 10/2009; approx 20 hours per month 0 are during security hours; broadcasting and communicating of high school sports

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-09
  • S65 Uniform Investment Adviser Law Examination
    2016-08-09

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in West Chester, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor