Philip Wellde is a registered investment advisor at Usi Securities, INC., based in Naples, FL, with 12 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 139 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
USI Securities does not directly manage investments for individuals. They provide recommendations to institutional clients who then select an outside advisor to manage their retirement plans. USI Securities does not formulate or directly provide investment advice on individual securities.
Location
4851 Tamiami Trail North, Suite 242, Naples, FL, 34103
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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 →Employment History
Current Registrations
Usi Securities, INC.Broker
Usi Securities, INC.
Usi Advisors
Previous Registrations
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Strong Capital Management INC
Strong Investments, INC.Broker
State Registrations2 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.