Philip Springirth (CRD# 4906604) is an Investment Advisor Representative working at Osaic Institutions, Inc. in New Castle, PA and has over 17 years of experience in the finance industry. Philip Springirth 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.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Feb 2019 - Current | 5 |
| First Commonwealth Bank | Wexford, PA | Feb 2019 - Current | 5 |
| Lpl Financial, LLC | Butler, PA | Dec 2016 - Feb 2019 | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2013 - Sep 2016 | 3 |
| Cashdollar & Assoc | Grove City, PA | Jun 2005 - Sep 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- PA
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Other
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