Phillip WightCRD Number: 3177330
Current Firm: Larson Financial Group, LLC
Phillip Wight (CRD# 3177330) is an Investment Advisor Representative working at Larson Financial Group, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Larson Financial Securities, LLC||Saint Louis, MO||Jul 2016 - Current||1|
|Larson Financial Group, LLC||Saint Louis, MO||Jul 2016 - Current||1|
|Larson Financial Group, LLC||Saint Louis, MO||Jul 2014 - Jul 2016||2|
|Larson Financial Securities, LLC||St. Louis, MO||Jul 2014 - Jul 2016||2|
|Wells Fargo Advisors LLC||Saint Louis, MO||May 2009 - Jun 2014||5|
|Wachovia Securities, LLC||St. Louis, MO||Jun 2008 - May 2009||< 1|
|Waddell & Reed, Inc.||Creve Coeur, MO||Apr 2008 - Jun 2008||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Chesterfield, MO||Apr 2008 - Jun 2008||< 1|
|Unemployed||Chesterfield, MO||Feb 2008 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S66||NASAA Uniform Combined State Law Examination||Apr 2005|
Total Assets Under Management1,041MILLIONS
Total Number of Accounts16,708ACCOUNTS
Average Account Value$62,331
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV