Philippe Trouillot is a registered investment advisor, based in Daphne, AL, with 11 years of industry experience.
Location
28509 Highway 98, Daphne, AL, 36526
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Regulatory History
Clean regulatory record
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 Activities
Philippe is a board member of Mulherin Home, attending quarterly meetings. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
February 2024 - Present · 2 yrs 3 mos
Cetera Investment Advisers LLC
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Cetera Financial Specialists LLCBroker
August 2020 - February 2024 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLC
October 2014 - October 2020 · 6 yrs
Wells Fargo Clearing Services, LLCBroker
September 2014 - October 2020 · 6 yrs 1 mo
State Registrations8 states
ALFLKYLAMOMSNEOK
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.