Philip Fraley (CRD# 5414013) is an Investment Advisor Representative working at Pf Advisors in Chadds Ford, PA and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pf Advisors | King Of Prussia, PA | Aug 2015 - Current | 8 |
| Real Partners | King Of Prussia, PA | Aug 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- PA
-
Total Assets Under Management240MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$30,039,128
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
PA
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