Phillip Lorenzon (CRD# 6320766) is an Investment Advisor Representative working at Duke And Duke Wealth Management LLC in Doylestown, PA and has over 9 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Duke And Duke Wealth Management LLC | Doylestown, PA | Jun 2019 - Current | 4 |
| Secure Retirement Strategies | Doylestown, PA | Jun 2019 - Current | 4 |
| New Perspective Financial Group | Perkasie, PA | Jan 2017 - May 2019 | 2 |
| Lpl Financial, LLC | Doylestown, PA | Sep 2017 - Nov 2018 | 1 |
| Great Valley Advisor Group, Inc. | Doylestown, PA | Sep 2017 - Nov 2018 | 1 |
| The Leaders Group Inc. | Littleton, CO | Jan 2017 - Aug 2017 | < 1 |
| The Prudential Insurance Company Of America | Chalfont, PA | Mar 2014 - Jan 2017 | 2 |
| Pruco Securities,llc | Chalfont, PA | Mar 2014 - Jan 2017 | 2 |
| International Sos | Trevose, PA | Apr 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2014 |
- NJ
- PA
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts208ACCOUNTS
-
Average Account Value$160,978
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NJ, PA
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