Phillipe ToupinCRD Number: 7004451
Current Firm: Aprio Wealth Management, LLC
Phillipe Toupin (CRD# 7004451) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Aprio Wealth Management, LLC||Atlanta, GA||Feb 2020 - Current||2|
|Aprio Risk Management, LLC||Atlanta, GA||Feb 2020 - Current||2|
|Aprio LLP||Atlanta, GA||Feb 2020 - Current||2|
|Jones Gregg Financial, LLC||Charlotte, NC||Aug 2018 - Dec 2019||1|
|Jones Gregg Financial, LLC||Charlotte, NC||Jan 2018 - Dec 2019||1|
|Jones Gregg Financial, LLC||Charlotte, NC||Aug 2017 - Jan 2018||< 1|
|Cold Call Marketing, Inc.||Charlotte, NC||Jan 2014 - Jan 2018||4|
|University Of North Carolina At Charlotte||Charlotte, NC||Aug 2013 - Dec 2017||4|
|Business Acquisition & Merger Associates||Charlotte, NC||Dec 2016 - May 2017||< 1|
|Cardinal Gibbons High School||Raleigh, NC||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
Total Assets Under Management1,312MILLIONS
Total Number of Accounts1,149ACCOUNTS
Average Account Value$1,142,227
- 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
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, GA, LA, NC, NY, PA, SC, TN, TX
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