Anthony Philips (CRD# 6937633) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Macquarie Investment Management | Philadelphia, PA | Dec 2021 - Current | 2 |
| Genova Group | Philadelphia, PA | Dec 2020 - Dec 2021 | 1 |
| Deloitte | New York, NY | Oct 2019 - Dec 2020 | 1 |
| Unemployed | Havertown, PA | May 2019 - Oct 2019 | < 1 |
| The Pennsylvania State University | University Park, PA | Jan 2019 - May 2019 | < 1 |
| The Pennsylvania State University | University Park, PA | Aug 2014 - Jan 2019 | 4 |
| Biz2credit | New York, NY | Jun 2018 - Aug 2018 | < 1 |
| Ppb Capital Partners | Conshohocken, PA | May 2017 - Aug 2018 | 1 |
| High School Student | Haverford, PA | Dec 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- AL
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NC
- ND
- OH
- OK
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VA
- WA
- WV
- WI
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Total Assets Under Management191,884MILLIONS
-
Total Number of Accounts407ACCOUNTS
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Average Account Value$471,458,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV
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