Phillip Westhoff, financial advisor Florence KY
93 score

Phillip Westhoff

CRD Number: 5459645
Current Firm: Bb&t Institutional Investment Advisers, Inc.

Phillip Westhoff (CRD# 5459645) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Florence, KY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Retirement & Institutional Services Florence, KY Apr 2017 - Current 1
Fidelity Investment Howe, KY Dec 2008 - Apr 2017 8
Kj's Bar And Grill Crescent Springs, KY Jul 2007 - Nov 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Phillip Westhoff
Phone Number: 864-527-0600
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    6,120
    MILLIONS
  • Total Number of Accounts
    795
    ACCOUNTS
  • Average Account Value
    $7,697,835
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, DC, DE, FL, GA, IN, KY, MD, NC, PA, SC, SD, TN, TX, VA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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