Phillip Gussman (CRD# 2332016) is an Investment Advisor Representative working at Bulldog Asset Management, Inc. in Huntersville, NC and has over 18 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self Employed | Charlotte, NC | Jun 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- NC
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$1,250,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NC
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