Philip SunderlandCRD 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.
Burns Matteson Capital Management
Tlg Advisors, Inc.
Ameriprise Financial Services, Inc.
|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|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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