Philip BranshawCRD 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.
Clear Perspective Advisors, LLC
Steward Advisors, LLC
Woodbury Financial Services, Inc.
|Brooklight Place Securities, Inc.||Downers Grove, IL||Dec 2015 - Current||2|
|Branshaw Tax Advisors||New Lenox, IL||Jan 2014 - Current||4|
|Egan Vance||Chicago, IL||Jan 2010 - Current||8|
|Branshaw Inc.||New Lenox, IL||Feb 2007 - Current||11|
|Interactive Finanacial Advisors||Oakbrook, IL||Feb 2005 - Current||13|
|Branshaw Financial||New Lenox, IL||Jan 2003 - Current||15|
|Philip R. Branshaw & Associates||New Lenox, IL||Jan 1971 - Current||47|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1991|
|S65||NASAA Investment Advisors Law Examination||Apr 1998|
Total Assets Under Management243MILLIONS
Total Number of Accounts3,249ACCOUNTS
Average Account Value$74,822
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MS, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
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