Philip Fogli, financial advisor King Of Prussia PA
86 score

Philip Fogli

CRD Number: 1320549
Current Firm: Global Retirement Partners LLC

Philip Fogli (CRD# 1320549) is an Investment Advisor Representative working at Global Retirement Partners LLC in King Of Prussia, PA and has over 32 years of experience in the finance industry. Philip Fogli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Feb 2016 - Current < 1
Lpl Financial, LLC King Of Prussia, PA Feb 2016 - Current < 1
Frs Capital Management King Of Prussia, PA Jun 2010 - Current 6
Geneos Wealth Management, Inc. King Of Prussia, PA Aug 2005 - Feb 2016 10
Financial Resources Services Inc. King Of Prussia, PA Jan 1993 - Jun 2010 17
Amerian Financial Management, Group Berwyn, PA Sep 1992 - Oct 2008 16
Self Employed Gulph Mills, PA Dec 1984 - Oct 2008 23
Ifg/russell Advisors, Inc. Berwyn, PA Jan 1995 - Apr 2008 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S65 NASAA Investment Advisors Law Examination Apr 1992
Disclosure Information

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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Philip J. Fogli
Phone Number: 415-526-2751
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    18,102
    MILLIONS
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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