Philip Fogli (CRD# 4400588) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 22 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Wayne, PA | Feb 2016 - Current | 8 |
| Global Retirement Partners, LLC | King Of Prussia, PA | Feb 2016 - Current | 8 |
| Excel Fiduciary Retirement Solutions | King Of Prussia, PA | Apr 2011 - Current | 13 |
| Frs Capital Management | King Of Prussia, PA | Sep 2010 - Current | 13 |
| Geneos Wealth Management, Inc. | King Of Prussia, PA | Sep 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
- PA
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, 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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