Philip Fluegge, financial advisor Mclean VA

Philip Fluegge

CRD Number: 1020686
Current Firm: Spire Wealth Management, LLC

Philip Fluegge (CRD# 1020686) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Spire Wealth Management Utica, MI Jan 2018 - Current 6
Fsc Securities Corp Atlanta, GA Sep 2016 - Dec 2017 1
Commonwealth Financial Network Waltham, MA Jan 2008 - Aug 2016 8
Integrity Wealth Consultants Utica, MI Jan 2008 - Aug 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1982
S65 NASAA Investment Advisors Law Examination Jan 2008
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.

Get Details on the FINRA Advisor Check site
Contact Info for Philip J. Fluegge
Phone Number: 703-657-6060
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,881
    MILLIONS
  • Total Number of Accounts
    14,882
    ACCOUNTS
  • Average Account Value
    $260,754
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
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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