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Bert Leroy Falley

Wealthcare Advisory Partners LLC

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About Bert Leroy Falley

Bert Leroy Falley is an Investment Advisor Representative with Wealthcare Advisory Partners LLC. Bert Falley has been in the securities industry for over 25 years, working as a financial professional for firms such as 1st Global Capital Corp., Avantax Investment Services, Inc., and Wealthcare Advisory Partners LLC. Bert Falley's registration status is Active in Iowa and Inactive in the BrokerCheck system. Bert Falley holds Series 63, 65, 7, 24 and SIE licenses.

Firm Information

Bert Falley is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bert Falley’s Registration & Firm History

PA

09/11/2020 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

KS

10/25/2019 - 09/15/2020

AVANTAX INVESTMENT SERVICES, INC. (TOPEKA KS)

KS

11/09/2007 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (TOPEKA KS)

KS

02/03/1993 - 11/13/2007

TRANSAMERICA FINANCIAL ADVISORS, INC. (TOPEKA KS)

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Licenses & Designations

IA

Issued 04/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bert Leroy Falley.
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