Philip Bervig (CRD# 5081514) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Phoenix, AZ and has over 14 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tcp Asset Management | Phoenix, OH | Nov 2017 - Current | 6 |
Philip Bervig | Phoenix, AZ | Nov 2017 - Current | 6 |
Tcp Asset Management | Phoenix, AZ | Nov 2017 - Current | 6 |
United Planners' Financial Services | Scottsdale, AZ | Jan 2015 - Current | 9 |
East Harbour Capital | Columbus, OH | Nov 2017 - Sep 2019 | 1 |
East Harbour Capital | Phoenix, AZ | Aug 2015 - Nov 2017 | 2 |
East Harbour Capital | Phoenix, AZ | Jan 2015 - Nov 2017 | 2 |
Interwealth Management Advisors, LLC | Scottsdale, AZ | Jan 2010 - Jan 2015 | 5 |
Conscient Capital, LLC | Scottsdale, AZ | Jan 2010 - Jan 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
S63 | Uniform Securities State Law Examination | Feb 2015 |
- AZ
- CA
- TX
-
Total Assets Under Management642MILLIONS
-
Total Number of Accounts3,634ACCOUNTS
-
Average Account Value$176,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA, WA, WV, WY
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