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James Francis Madden

Wealthcare Advisory Partners LLC

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About James Francis Madden

James Francis Madden is an investment advisor representative at Wealthcare Advisory Partners LLC. James has been in the financial services industry since 1998, previously working for PFPC Distributors, Inc. and CMS Investment Resources, Inc.. James specializes in Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. James holds the Series 63, Series 65, and Series 7 licenses.

Firm Information

James Madden 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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James Madden’s Registration & Firm History

PA

12/26/2023 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

ME

06/29/2001 - 11/14/2005

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

PA

12/24/1998 - 10/23/2000

CMS INVESTMENT RESOURCES, INC. (WYNNEWOOD PA)

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Licenses & Designations

IA

Issued 08/13/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/25/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Francis Madden.
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