Gregory Kempner, financial advisor Wyndmoor PA

Gregory Kempner

CRD Number: 4545412
Current Firm: Wealthcare Advisory Partners LLC

Gregory Kempner (CRD# 4545412) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Wyndmoor, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthcare Advisory Partners, LLC West Chester, PA Oct 2017 - Current 6
Lpl Financial, LLC West Chester, PA Mar 2011 - Current 13
Cantella & Company, Inc. Boston, MA Jun 2006 - Oct 2017 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory K. Kempner
Phone Number: 804.644.4711
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,907
    MILLIONS
  • Total Number of Accounts
    16,562
    ACCOUNTS
  • Average Account Value
    $235,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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