Philip SloanCRD Number: 426446
Current Firm: Stifel, Nicolaus & Company, Incorporated
Philip Sloan (CRD# 426446) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Grosse Pointe, MI and has over 36 years of experience in the finance industry.
Lpl Financial LLC
Bernard Wealth Management Corp.
Strategic Blueprint, LLC
|Stifel Nicolaus & Co Inc.||Grosse Pointe, MI||Sep 2013 - Current||8|
|Ubs Financial Services Inc.||Grosse Pt Farms, MI||Jun 2006 - Sep 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management148,561MILLIONS
Total Number of Accounts316,625ACCOUNTS
Average Account Value$469,203
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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