Phillip Deerwester, financial advisor Radnor PA
90 score

Phillip Deerwester

CRD Number: 5908820
Current Firm: Tgs Financial Advisors

Phillip Deerwester (CRD# 5908820) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Tgs Financial Advisors Radnor, PA Nov 2010 - Current 7
Unemployed Philadelphia, PA Aug 2010 - Nov 2010 < 1
Us Census Bureau Philadelphia, PA Feb 2010 - Aug 2010 < 1
Unemployed Philadelphia, PA Jan 2010 - Feb 2010 < 1
University Of Pennsylvania Philadelphia, PA Sep 2009 - Dec 2009 < 1
Unemployed Philadelphia, PA Jan 2009 - Sep 2009 < 1
Applebee's Philadelphia, PA Jun 2008 - Jan 2009 < 1
University Of Pennsylvania Philadelphia, PA Sep 2007 - May 2008 < 1
Unemployed Philadelphia, PA Mar 2007 - Sep 2007 < 1
Kaplan Test Prep Philadelphia, PA Sep 2006 - Mar 2007 < 1
Countrywide Home Loans Trevose, PA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Phillip J. Deerwester
Phone Number: 610-892-9900
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    253
    MILLIONS
  • Total Number of Accounts
    1,125
    ACCOUNTS
  • Average Account Value
    $224,800
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, LA, MA, NC, NH, NJ, NY, PA, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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