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Brandon Wesley Gulley

Wealthcare Advisory Partners LLC

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About Brandon Wesley Gulley

Brandon Gulley is an Investment Advisor Representative with Wealthcare Advisory Partners LLC. Brandon Gulley is also registered with the state of Texas and Virginia as an Investment Advisor Representative. Brandon Gulley has been in the financial services industry for over 12 years. Previous experience includes roles at MML Investors Services, LLC and Wells Fargo Advisors, LLC. Brandon Gulley has passed the Series 6, Series 7, Series 63, and Series 65 exams.

Firm Information

Brandon Gulley 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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Brandon Gulley’s Registration & Firm History

PA

07/19/2022 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

VA

02/08/2010 - 07/13/2022

MML INVESTORS SERVICES, LLC (Vienna VA)

VA

10/11/2007 - 12/18/2009

WELLS FARGO ADVISORS, LLC (ARLINGTON VA)

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Licenses & Designations

IA

Issued 02/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/09/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Brandon Wesley Gulley. Review regulatory record here.
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