Philip Mahoney, financial advisor Cohasset MA
93 score

Philip Mahoney

CRD Number: 3125037
Current Firm: Prospera Financial Services, Inc.

Philip Mahoney (CRD# 3125037) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Cohasset, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Prospera Financial Services Dallas, TX Aug 2013 - Current 3
Cohasset High School Cohasset, MA Sep 2012 - Current 4
Unemployed Cohasset, MA Feb 2012 - Sep 2012 < 1
Wedbush Morgan Securities Boston, MA Mar 2009 - Feb 2012 2
Pacific Growth Equities LLC San Francisco, CA Oct 2004 - Feb 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S63 Uniform Securities State Law Examination Nov 1998
Contact Info for Philip J. Mahoney
Phone Number: 972-581-3000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,366
    MILLIONS
  • Total Number of Accounts
    6,381
    ACCOUNTS
  • Average Account Value
    $214,022
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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