Philip Sunderland, financial advisor Mansfield PA
90 score

Philip Sunderland

CRD Number: 6115746
Current Firm: Edward Jones

Philip Sunderland (CRD# 6115746) is an Investment Advisor Representative working at Edward Jones in Mansfield, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2012 - Current 4
Long Consulting Group Wellsboro, PA Dec 2011 - Jul 2012 < 1
Continental Land Resources Wellsboro, PA Oct 2010 - Dec 2011 1
Elliott B. Weiss And Associates Williamsport, PA Apr 2009 - Oct 2010 1
Law Office Of Mark Persun Somerset, PA Jul 2007 - Apr 2009 1
Penn State Dickinson School Of Law Carlisle, PA Aug 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Philip Sunderland
Phone Number: 314-515-2000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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