Joshua Styrcula, financial advisor West Chester PA

Joshua Styrcula

CRD Number: 5091931
Current Firm: Wealthcare Advisory Partners LLC

Joshua Styrcula (CRD# 5091931) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 16 years of experience in the finance industry. Joshua Styrcula has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealthcare Advisory Partners LLC Cincinnati, OH Mar 2022 - Current 2
Mariner Platform Solutions Cincinnati, OH Mar 2022 - Mar 2022 < 1
Adviceperiod, LLC Cincinnati, OH Feb 2017 - Mar 2022 5
Lifeplan Financial Group, Inc. Dayton, OH Sep 2009 - Feb 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Joshua L. Styrcula
Phone Number: 804.644.4711
Registered State(s):
  • OH
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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