Philip Sallee, financial advisor Louisville KY

Philip Sallee

CRD Number: 4120662
Current Firm: Wealthmd Corporation

Philip Sallee (CRD# 4120662) is an Investment Advisor Representative working at Wealthmd Corporation in Louisville, KY and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthmd Corporation Lexington, KY Oct 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Philip P. Sallee
Phone Number: 502-413-6893
Firm Website: http://wealthmd.net/
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    190
    MILLIONS
  • Total Number of Accounts
    1,017
    ACCOUNTS
  • Average Account Value
    $186,894
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, IN, KY, LA, OH, PA, TX

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