William PhilippsCRD Number: 6155617
Current Firm: Ameriprise Financial Services, Inc.
William Philipps (CRD# 6155617) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Dickson City, PA and has over 4 years of experience in the finance industry.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Ameriprise Financial Services, Inc.||Dickson City, PA||Jan 2013 - Current||4|
|Travelers Insurance Company||Reading, PA||Jun 2011 - Dec 2012||1|
|Bloomsburg University||Bloomsburg, PA||Sep 2007 - May 2011||3|
|Selective Insurance Company||Branchville, NJ||Jun 2010 - Aug 2010||< 1|
|Milford Hill||Milford, PA||Jun 2009 - Aug 2009||< 1|
|Delaware Valley High School||Milford, PA||Aug 2000 - Jun 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV