SMITH, PHILIP, EDWIN

C43

IAR CRD 4231653·Industry start 2000-07-27

Identity

Legal name

SMITH, PHILIP, EDWIN

CRD

4231653

NPN

—

Career

Previous employments

AMERIPRISE FINANCIAL SERVICES, LLC2000-07-28

IDS LIFE INSURANCE COMPANY2000-07-28

Current branches

PURSHE KAPLAN STERLING INVESTMENTS

SALIENT WEALTH PLANNING

Designations

—

Education

—

BrokerCheck signals

Industry start

2000-07-27

Est. age

48

Age confidence

—

Est. birth year

1978

BC active

Yes

IA active

Yes

Disclosures

Yes

Private residence

No

Firm affiliations

1

SWP FINANCIAL LLC

IAR · Direct Owner · 87.5% ownership