Philip LeshockCRD Number: 6171434
Current Firm: Thrivent Investment Management Inc.
Philip Leshock (CRD# 6171434) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Exton, PA and has over 3 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Thrivent Financial For Lutherans||Appleton, WI||Nov 2013 - Current||3|
|Thrivent Investment Management Inc.||Exton, PA||Apr 2013 - Current||3|
|Thrivent Financial For Lutherans||Appleton, WI||Sep 2013 - Nov 2013||< 1|
|Wilmington Friends School||Wilmington, DE||Sep 1995 - Jun 2013||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV