Phillip Titzer (CRD# 2762887) is an Investment Advisor Representative working at South Atlantic Capital Management Group, Inc. in Wilmington, NC and has over 28 years of experience in the finance industry.
CRD# 5191257
Bankers Life Advisory Services, Inc.
CRD# 6578594
D.a. Davidson & Company
CRD# 5476521
Live Oak Private Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| South Atlantic Capital Management Group, Inc. | Wilmington, NC | Mar 2020 - Current | 4 |
| #ia The Edgar Lomax Company | Alexandria, VA | Jun 1996 - Feb 2020 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- NC
- VA
-
Total Assets Under Management53MILLIONS
-
Total Number of Accounts112ACCOUNTS
-
Average Account Value$474,021
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
NC, VA
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