Philip DetlefsCRD Number: 4572116
Current Firm: Img Wealth Management, Inc.
Philip Detlefs (CRD# 4572116) is an Investment Advisor Representative working at Img Wealth Management, Inc. in Jacksonville, FL and has over 13 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Img Wealth Management, Inc.||Jacksonville, FL||Sep 2017 - Current||< 1|
|Madison Avenue Securities, LLC||San Diego, CA||Sep 2017 - Current||< 1|
|Detlefs And Associates, Inc.||Jacksonville,, FL||Dec 2002 - Current||15|
|Detlefs And Associates, Inc. Dba Pension Management||Jacksonville, FL||Oct 2001 - Current||16|
|Planmember Securities Corporation||Carpinteria, CA||Oct 2013 - Sep 2017||3|
|Advisors Excel||Topeka, KS||Apr 2013 - Sep 2017||4|
|Veritrust Financial, LLC||Austin, TX||Jun 2007 - Oct 2013||6|
|Veritrust Financial, LLC||Austin, TX||Aug 2002 - Oct 2013||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
|S66||NASAA Uniform Combined State Law Examination||Jul 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Judgments / Liens
- Criminal Record
Total Assets Under Management16MILLIONS
Total Number of Accounts172ACCOUNTS
Average Account Value$91,860
- 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
- Educational seminars/workshops
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