Philip MabryCRD Number: 827627
Current Firm: Stifel, Nicolaus & Company, Incorporated
Philip Mabry (CRD# 827627) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Dallas, TX and has over 37 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Stifel, Nicolaus & Company, Incorporated||St. Louis, MO||Dec 2015 - Current||6|
|Barclays Capital Inc.||Dallas, TX||Sep 2008 - Dec 2015||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management148,561MILLIONS
Total Number of Accounts316,625ACCOUNTS
Average Account Value$469,203
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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