Invested Better
Unclaimed

Unclaimed

Unclaimed

John Francis Norton

Wealthcare Advisory Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Francis Norton

John Francis Norton is a registered investment advisor representative with Wealthcare Advisory Partners LLC. John has been in the financial services industry for over 30 years, with previous experience at Cadaret, Grant & Co., Inc., Summit Equities, Inc., MML Investors Services, Inc., Massachusetts Mutual Life Insurance Company and CIGNA Securities, Inc. John holds Series 1, Series 6, Series 22, and SIE licenses. He is also a registered investment advisor in Louisiana.

Firm Information

John Norton 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Norton’s Registration & Firm History

PA

12/08/2022 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

NJ

12/16/1991 - 08/09/2022

CADARET, GRANT & CO., INC. (BOONTON NJ)

NJ

02/24/1983 - 11/15/1990

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

NA

01/02/1988 - 06/18/1988

MML INVESTORS SERVICES, INC.

NA

05/06/1983 - 01/02/1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

NA

11/04/1975 - 02/08/1983

CIGNA SECURITIES, INC.

Not sure if John Francis Norton is right for you?

Licenses & Designations

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/1975

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Francis Norton. Review regulatory record here.
Not sure if John Francis Norton is right for you?