Philip Webb
Philip Webb is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1035 Boyce Road, Suite 206, Pittsburgh, PA, 15241
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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 involved in several investment-related activities, including Grandview Wealth Management, Good Life IA, and Good Life Advisors, LLC, dedicating full-time hours to these endeavors. He also works as an independent agent for NSS Life and GBU Life, selling non-variable insurance products, spending minimal time on these insurance activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Good Life Advisors, LLC
Previous Registrations
LPL Financial LLC
Waddell & ReedBroker
Waddell & Reed
Cco Investment Services CORP.Broker
Cco Investment Services CORP.
Essex National Securities, INC.
Essex National Securities, INC.Broker
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Natcity Investments, INC.Broker
Walnut Street Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 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.