Anna Leigh Green
Investment adviser representative at Wealthcare Advisory Partners LLC
10 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wealthcare Advisory Partners LLCJul 2026 to now
- Cwm, LLC dba Ffr Wealth TeamJul 2023 to Jun 2026
- Wealthcare Advisory Partners, LLC dba Alg FinancialDec 2019 to Jul 2023
- Wealthcare Advisory Partners, LLC dba Water Street FinancialJan 2019 to Nov 2019
- Edward JonesJan 2018 to Jan 2019
- Paychex, IncSep 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6898965
- Firm CRD
- 171976