Philip TrostleCRD 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 19 years of experience in the finance industry.
Red Wave Investments
Lpl Financial LLC
Geneos Wealth Management, Inc.
|J. Geoffrey Sturgill, Jr., Cpa, P.c.||Gettysburg, PA||Jan 2015 - Current||2|
|1st Global Insurance Services, Inc.||Gettysburg, PA||Oct 2004 - Current||13|
|1st Global Advisors, Inc.||Gettysburg, PA||Aug 2001 - Current||16|
|1st Global Capital Corp.||Gettysburg, PA||Aug 1998 - Current||19|
|Sturgill & Associates||Gettysburg, PA||Oct 2004 - Jan 2015||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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)
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