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Philip Parrish Sallee

Wealthmd Corp.

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About Philip Parrish Sallee

Philip Parrish Sallee is an investment advisor representative at Wealthmd Corp. Philip has been in the financial services industry since 2000 and is licensed in Kentucky and Texas. Philip's previous experience includes time at PURSHE KAPLAN STERLING INVESTMENTS, RAYMOND JAMES FINANCIAL SERVICES, INC., JEFFERSON PILOT SECURITIES CORPORATION, and AMERITAS INVESTMENT CORP. Philip is currently registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority.

Firm Information

Philip Sallee is currently registered with Wealthmd Corp.. Wealthmd Corp. is an investment advisor headquartered in LOUISVILLE, KY. They provide portfolio management for businesses and individuals and offer other services including financial reviews. They have $190,070,876 in regulatory assets under management, including $52,179,266 for high-net-worth individuals and $137,891,610 for individuals other than high-net-worth.
Wealthmd Corp.

1706 BARDSTOWN ROAD

LOUISVILLE, KY 40205

$190.07M

Assets Under Management

Not reported

Total Clients

2

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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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.

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financial reviews

Financial reviews

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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percentage of assets

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

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Philip Sallee’s Registration & Firm History

KY

01/08/2016 - Present

Wealthmd Corp. (LOUISVILLE KY)

KY

06/01/2006 - 10/31/2007

PURSHE KAPLAN STERLING INVESTMENTS (LEXINGTON KY)

KY

04/07/2003 - 06/06/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (LEXINGTON KY)

IN

11/05/2002 - 04/25/2003

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

NE

12/01/2000 - 11/13/2002

AMERITAS INVESTMENT CORP. (LINCOLN NE)

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Licenses & Designations

IA

Issued 10/04/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/18/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/11/2002

Series 7 - General Securities Representative Examination

BC

Issued 11/30/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Parrish Sallee.
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