Philip Trostle, financial advisor Gettysburg PA
93 score

Philip Trostle

CRD Number: 3106519
Current Firm: 1st Global Advisors Inc.

Philip Trostle (CRD# 3106519) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Gettysburg, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
J. Geoffrey Sturgill, Jr., Cpa, P.c. Gettysburg, PA Jan 2015 - Current 1
1st Global Insurance Services, Inc. Gettysburg, PA Oct 2004 - Current 12
1st Global Advisors, Inc. Gettysburg, PA Aug 2001 - Current 15
1st Global Capital Corp. Gettysburg, PA Aug 1998 - Current 18
Sturgill & Associates Gettysburg, PA Oct 2004 - Jan 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Philip G. Trostle
Phone Number: 214-294-5000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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