Phillipe Toupin, financial advisor Matthews NC

Phillipe Toupin

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Phillipe A. Toupin
Phone Number: 404-892-9651
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,312
    MILLIONS
  • Total Number of Accounts
    1,149
    ACCOUNTS
  • Average Account Value
    $1,142,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, GA, LA, NC, NY, PA, SC, TN, TX

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