Philip RichardsonCRD Number: 2806571
Current Firm: Aegis Wealth Management, Inc.
Philip Richardson (CRD# 2806571) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Lancaster, PA and has over 26 years of experience in the finance industry. Philip Richardson 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.
Thrivent Investment Management Inc.
Foresight Financial Planning LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Aegis Wealth Management, Inc.||Wheat Ridge, CO||Sep 2019 - Current||3|
|Senior Tax Strategies||Elizabethtown, PA||Jan 1999 - Current||23|
|Philip L Richardson||Elizabethtown, PA||Sep 1996 - Current||26|
|Blue Duck Wealth Management||Lancaster, PA||Jul 2017 - Jan 2018||< 1|
|Horter Investment Management||Cincinnati, OH||Jul 2014 - May 2015||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1996|
Total Assets Under Management121MILLIONS
Total Number of Accounts1,257ACCOUNTS
Average Account Value$95,951
- 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)
AR, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MI, MO, MT, NV, OH, OK, OR, PA, SC, TX, UT, VA, WI
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