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Marc A Wilborn

Wealthcare Advisory Partners LLC

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About Marc A Wilborn

Marc Wilborn is a financial advisor with Wealthcare Advisory Partners LLC. Marc has been in the industry for over 15 years. Marc has a Series 66, Series 7 and SIE license. Marc has a strong background in financial planning and investment management and works with high-net-worth individuals, charitable organizations, corporations, individuals, and pension and profit-sharing plans. Marc has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Marc Wilborn 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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Marc Wilborn’s Registration & Firm History

PA

02/20/2024 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

KS

10/10/2008 - 11/30/2016

LPL FINANCIAL LLC (OVERLAND PARK KS)

KS

07/27/2007 - 10/09/2008

THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 07/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc A Wilborn.
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