Philip Rogers is a registered investment advisor, based in Newtown Square, PA, with 36 years of industry experience.
Location
90 S. Newtown Street Road, Suite 12, Newtown Square, PA, 19073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip is an Investment Advisor Representative with Beam Wealth Advisors Inc. since 2015, dedicating nearly full-time hours to this role. He also sells life insurance and annuities, spending minimal time on these activities.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Beam Wealth Advisors, INC.
Previous Registrations
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service CorporationBroker
Hornor, Townsend & Kent, INC.Broker
New England Securities CorporationBroker
State Registrations16 states
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.