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Philip Sprague

40 Years of Experience
Watertown, NY
BrokerSells Insurance

Philip Sprague is a registered investment advisor, based in Watertown, NY, with 40 years of industry experience.

Location

531 Washington Street, Suite 3501, Watertown, NY, 13601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Philip is a fixed insurance agent since 1983, dedicating nearly full-time hours to insurance sales. He is also the President/CEO of Watertown Wealth Management, spending nearly full-time hours on financial advising, and a volunteer committee chairman for First Presbyterian Church, spending minimal time.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
November 2021 - Present · 4 yrs 8 mos
J.W. Cole Financial, INC.Broker
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
February 2018 - November 2021 · 3 yrs 9 mos
MML Investors Services, LLCBroker
September 1985 - November 2021 · 36 yrs 2 mos
State Registrations20 states
AZCOFLGAKYLAMAMDMEMNNCNHNJNYOHPASCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Philip Sprague - Financial Advisor | TrueAdvisor