Philip KraussCRD Number: 4694425
Current Firm: Janney Montgomery Scott LLC
Compensation Model: Both
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Janney Montgomery Scott LLC||Washington, DC||May 2004 - Current||15|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Apr 2006|
|S63||Uniform Securities State Law Examination||May 2006|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management36,623MILLIONS
Total Number of Accounts135,416ACCOUNTS
Average Account Value$270,447
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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