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Philip Eugene Metzger

Benjamin F. Edwards & Company, Inc.

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About Philip Eugene Metzger

Philip Metzger is a financial advisor at Benjamin F. Edwards & Company, Inc. Philip has been in the industry for over 15 years. Previously, Philip worked at WELLS FARGO SECURITIES, LLC and PIPER JAFFRAY & CO. Philip holds Series 63, 79, 7 and SIE licenses. Philip specializes in providing financial planning, pension consulting, and educational seminars. Philip is registered with the state of Missouri.

Firm Information

Philip Metzger is currently registered with Benjamin F. Edwards & Company, Inc.. Benjamin F. Edwards & Company, Inc. is a Corporation headquartered in ST. LOUIS, MO, United States. Established in 2008, the firm provides financial planning, pension consulting, educational seminars, and other advisory services. The firm's assets under management are over $13 billion and they have a network of 518 registered representatives serving individual and institutional clients. They are registered with the SEC and in 53 states.
Benjamin F. Edwards & Company, Inc.

ONE NORTH BRENTWOOD BOULEVARD

ST. LOUIS, MO 63105

$13.16B

Assets Under Management

23

Total Clients

493

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Metzger’s Registration & Firm History

MO

10/20/2016 - Present

Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)

MO

08/16/2011 - 05/17/2016

WELLS FARGO SECURITIES, LLC (ST LOUIS MO)

KS

01/17/2007 - 11/18/2011

PIPER JAFFRAY & CO. (LEAWOOD KS)

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Licenses & Designations

BC

Issued 05/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 01/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Eugene Metzger.
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