Philippe Trouillot (CRD# 6009047) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Daphne, AL and has over 9 years of experience in the finance industry.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | Saint Cloud, MN | Feb 2024 - Current | < 1 |
| Alabama Credit Union | Daphne, AL | Feb 2024 - Current | < 1 |
| Keller Willliams Bluegrass Realty | Lexington, KY | Oct 2023 - Current | < 1 |
| Heritage Point Properties | Lexington, KY | Jun 2022 - Current | 1 |
| Cetera Investment Advisers LLC | Daphne, AL | Aug 2020 - Current | 3 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Aug 2020 - Feb 2024 | 3 |
| Wells Fargo Clearing Services, LLC | Sarasota, FL | Nov 2016 - Aug 2020 | 3 |
| Wells Fargo Advisors, LLC | Sarasota, FL | Jul 2014 - Nov 2016 | 2 |
| Univeristy Of Central Florida | Orlando, FL | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- AL
- FL
- KY
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Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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