Philip Ellis (CRD# 6218370) is an Investment Advisor Representative working at Oneseven in Saint Joseph, MI and has over 11 years of experience in the finance industry.
CRD# 2726535
Edward Jones
CRD# 5529779
Lpl Financial LLC
CRD# 6009129
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Blue Iguana Financial | Saint Joseph, MI | Mar 2024 - Current | < 1 |
Mgo One Seven Dba Brittison Financial Group, Inc. | Saint Joseph, MI | Apr 2023 - Current | 1 |
Brittison Financial Group, Inc. | Saint Joseph, MI | Mar 2003 - Current | 21 |
Red Oak Capital Management, Inc. | Saint Joseph, MI | Jan 2019 - Apr 2023 | 4 |
Hayden Royal, Llc Formerly Known As Great Lakes & | Saint Joseph, MI | Nov 2015 - Jan 2019 | 3 |
Great Lakes And Atlantic Wealth | St. Joseph, MI | Aug 2015 - Jan 2019 | 3 |
Dynasty Capital Management, Inc. | Saint Joseph, MI | Aug 2013 - Sep 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
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Total Assets Under Management2,571MILLIONS
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Total Number of Accounts9,416ACCOUNTS
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Average Account Value$273,065
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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