Phillip AugustineCRD Number: 1104189
Current Firm: Prudential Financial Planning Services
Phillip Augustine (CRD# 1104189) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jackson, MI and has over 34 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Gwn Securities Inc.
|The Prudential Insurance Company Od America||Jackson, MI||Feb 1993 - Current||25|
|Pruco Securities,llc||Jackson, MI||Feb 1993 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S65||NASAA Investment Advisors Law Examination||Apr 2003|
Total Assets Under Management5,161MILLIONS
Total Number of Accounts41,530ACCOUNTS
Average Account Value$124,275
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY