Philip Branshaw, financial advisor New Lenox IL
93 score

Philip Branshaw

CRD Number: 1454432
Current Firm: Interactive Financial Advisors

Philip Branshaw (CRD# 1454432) is an Investment Advisor Representative working at Interactive Financial Advisors in New Lenox, IL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Brooklight Place Securities, Inc. Downers Grove, IL Dec 2015 - Current 1
Branshaw Tax Advisors New Lenox, IL Jan 2014 - Current 3
Egan Vance Chicago, IL Jan 2010 - Current 7
Branshaw Inc. New Lenox, IL Feb 2007 - Current 10
Interactive Finanacial Advisors Oakbrook, IL Feb 2005 - Current 12
Branshaw Financial New Lenox, IL Jan 2003 - Current 14
Philip R. Branshaw & Associates New Lenox, IL Jan 1971 - Current 46
Fortune Financial Services, Inc. New Brighton, PA Jan 2013 - Dec 2015 2
Gwn Securities Inc. Palm Beach Gardens, FL Dec 2006 - Jan 2012 5
L&w Associates New Lenox, IL Jun 1982 - Jul 2010 28
Great American Advisors, Inc. Cincinnati, OH Feb 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Philip R. Branshaw
Phone Number: 630-472-1300
Firm Website: http://www.swcares.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    3,130
    ACCOUNTS
  • Average Account Value
    $58,956
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MN, MS, NC, NV, NY, PA, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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