Phillip-paul GrowCRD Number: 5968167
Current Firm: Lincoln Investment
Phillip-paul Grow (CRD# 5968167) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Lincoln Investment Planning||Wyncote, PA||Mar 2014 - Current||3|
|Pruco Securities. LLC||Lancaster, PA||Jul 2013 - Mar 2014||< 1|
|The Prudential Insurance Company Of America||Lancaster, PA||Jul 2013 - Mar 2014||< 1|
|Henry Nace Insurance||West Chester, PA||Apr 2013 - Jul 2013||< 1|
|The Prudential Insurance Company Of America||Lancaster, PA||Jul 2011 - Apr 2013||1|
|Pruco Securities, LLC||Lancaster, PA||Jul 2011 - Apr 2013||1|
|Unemployed||Lancaster, PA||Dec 2010 - Jun 2011||< 1|
|Side Bar||West Chester, PA||May 2010 - Nov 2010||< 1|
|Unemployed||Lancaster, PA||Nov 2009 - Apr 2010||< 1|
|Shenk & Tittle||Exton, PA||Apr 2009 - Oct 2009||< 1|
|Mennonite Home Communities||Lancaster, PA||Jul 2004 - Mar 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management5,982MILLIONS
Total Number of Accounts93,933ACCOUNTS
Average Account Value$63,688
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.