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||2|
|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
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