Phillipe Toupin (CRD# 7004451) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 5 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aprio Wealth Management, LLC | Atlanta, GA | Feb 2020 - Current | 4 |
| Aprio Risk Management, LLC | Atlanta, GA | Feb 2020 - Current | 4 |
| Aprio LLP | Atlanta, GA | Feb 2020 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- NC
-
Total Assets Under Management1,835MILLIONS
-
Total Number of Accounts2,121ACCOUNTS
-
Average Account Value$865,233
- 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
CA, CT, FL, GA, LA, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA
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