Phillip Wight (CRD# 3177330) is an Investment Advisor Representative working at Mml Investors Services, LLC in Chesterfield, MO and has over 23 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | Chesterfield, MO | Jul 2021 - Current | 2 |
Massmutual Life Insurance Co | Chesterfield, MO | Jun 2021 - Current | 2 |
Nylife Securities, LLC | Creve Coeur, MO | Jan 2020 - Jun 2021 | 1 |
New York Life Insuarance Company | Creve Coeur, MO | Jan 2020 - Jun 2021 | 1 |
Guardian Life Insurance Co Of America | Saint Louis, MO | Mar 2019 - Dec 2019 | < 1 |
Park Avenue Securities, LLC | Saint Louis, MO | Mar 2019 - Dec 2019 | < 1 |
Freedom Wealth Strategies | St Louis, MO | Mar 2019 - Dec 2019 | < 1 |
Larson Financial Group, LLC | Chesterfield, MO | Jul 2014 - Feb 2019 | 4 |
Larson Financial Securities, LLC | Chesterfield, MO | Jul 2014 - Feb 2019 | 4 |
Wells Fargo Advisors, LLC | St Louis, MO | Jun 2008 - Jun 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2000 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MO
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
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- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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