Phillip Titzer, financial advisor Wilmington NC

Phillip Titzer

CRD Number: 2762887
Current Firm: South Atlantic Capital Management Group, Inc.

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.

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Professional Designations
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
Contact Info for Phillip A. Titzer
Phone Number: 910-763-4113
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States


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