AW
ChFC
AW
ChFC

Alison Elizabeth Pettine Wyshock

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

200 Gibraltar Rd Ste 115, Horsham, PA, 19044

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alison sells non-variable insurance products, including life, disability, LTC, and fixed annuities, dedicating nearly full-time hours to this activity. She also provides investment advisory services through Wealthcare Advisory Partners, LLC and is involved with Soloff Wealth Management, along with owning rental real estate.

Employment History
Current Registrations
LPL Financial LLC
January 2019 - Present · 7 yrs 1 mo
Wealthcare Advisory Partners LLC
February 2018 - Present · 8 yrs
LPL Financial LLCBroker
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
LPL Financial LLC
August 2017 - July 2018 · 11 mos
Hornor, Townsend & Kent, INC.Broker
August 2012 - November 2016 · 4 yrs 3 mos
State Registrations12 states
CACOCTDEHIMDMTNJNYOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.