Phillip Wight, financial advisor Saint Louis MO
81 score

Phillip Wight

CRD 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 16 years of experience in the finance industry.

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Company Name Location Dates Years
Larson Financial Group, LLC Saint Louis, MO Jul 2014 - Current 2
Larson Financial Securities, LLC St. Louis, MO Jul 2014 - Current 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
National City Webster Groves, MO Nov 2007 - Feb 2008 < 1
Unemployed Chesterfield, MO Oct 2007 - Nov 2007 < 1
American Express Financial Advisors Chesterfield, MO Apr 2005 - Oct 2007 2
Ids Life Insurance Company Chesterfield, MO Apr 2005 - Oct 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S66 NASAA Uniform Combined State Law Examination Apr 2005
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Phillip R. Wight
Phone Number: 314.787.7436
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    768
    MILLIONS
  • Total Number of Accounts
    14,045
    ACCOUNTS
  • Average Account Value
    $54,693
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, WA, WI, WV

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BADGES
81

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