Bruce PhillipsCRD Number: 4463516
Current Firm: Waddell & Reed
Bruce Phillips (CRD# 4463516) is an Investment Advisor Representative working at Waddell & Reed in Erie, PA and has over 15 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
H. Beck, Inc.
Hbks Wealth Advisors
|Various Insurance Carriers For W & R Insurance Agencies||Meadville, PA||Mar 2002 - Current||15|
|Waddell & Reed, Inc.||Meadville, PA||Oct 2001 - Current||15|
|Crawford County Area Vocational Technical School||Meadville, PA||Sep 2001 - Current||15|
|Micro Tool & Manufacturing||Meadville, PA||Aug 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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 businesses (other than small businesses) or institutional clients
- 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