Philip Minni, financial advisor Ijamsville MD
90 score

Philip Minni

CRD Number: 6011559
Current Firm: Cambridge Investment Research Advisors, Inc.

Philip Minni (CRD# 6011559) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ijamsville, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Apr 2014 - Current 2
Cambridge Investment Research Advisors Fairfield, IA Apr 2014 - Current 2
Bmc Insurance, LLC Frederick, MD Feb 2011 - Current 5
Bmc Accounting Services Inc. Frederick, MD Apr 2006 - Current 10
Business Management Company, Inc. Frederick, MD Jan 2002 - Current 14
Planmember Securities Corporation Carpinteria, CA Mar 2012 - Mar 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for Philip A. Minni
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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