Phillip Susi (CRD# 5109197) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 12 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners Financial Services Of America | Scottsdale, AZ | Dec 2016 - Current | 7 |
Tcp Asset Management | Columbus, OH | Nov 2016 - Current | 7 |
Trendency Capital Partners | Columbus, OH | Nov 2016 - Current | 7 |
Trendency Capital Partners | Columbus, OH | Nov 2016 - Current | 7 |
Philip J. Susi Independent Insurance | Columbus, OH | Oct 2005 - Current | 18 |
Riley Benefits And Investment Group | Columbus, OH | Dec 2017 - Sep 2019 | 1 |
East Harbour Capital | Columbus, OH | Nov 2017 - Apr 2019 | 1 |
Trendency Capital Managment | Bexley, OH | Oct 2014 - Jan 2017 | 2 |
Securities America, Inc. | Bexley, OH | Oct 2014 - Oct 2016 | 2 |
Oppenheimer & Company Inc. | Cincinnati, OH | Aug 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management642MILLIONS
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Total Number of Accounts3,634ACCOUNTS
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Average Account Value$176,607
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