Philip Nehro (CRD# 817539) is an Investment Advisor Representative working at First National Advisors LLC in Falmouth, MA and has over 43 years of experience in the finance industry. Philip Nehro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 2154550
Barry Investment Advisors, LLC
CRD# 6353257
Shp Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First National Corporation | Rockland, MA | Apr 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1980 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- MA
-
Total Assets Under Management1,306MILLIONS
-
Total Number of Accounts2,516ACCOUNTS
-
Average Account Value$518,913
- 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)
- Educational seminars/workshops
CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA
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