Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillipe? Claim Your ProfilePhillipe Toupin is an Investment Advisor Representative with Aprio Wealth Management, LLC. Phillipe has been in the industry since 2018 and has a Series 65 license. Phillipe is also an insurance agent with Aprio Risk Management, LLC. Prior to joining Aprio, Phillipe worked at Jones Gregg Financial, LLC and Business Acquisition & Merger Associates.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
02/25/2020 - Present
Aprio Wealth Management, LLC (MATTHEWS NC)
IA
Issued 06/25/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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