Philip McWilliams
CRD Number: 1029164Current Firm: Berthel Fisher & Company Financial Services, Inc.
Philip McWilliams (CRD# 1029164) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Lawrence, KS and has over 29 years of experience in the finance industry.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 2447178
Lpl Financial LLC
CRD# 4149143
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Lawrence, KS | Nov 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
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Total Assets Under Management742MILLIONS
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Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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