Phillip
Kashin
Wellspring Financial Partners
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About this Advisor
Phillip Kashin is a financial advisor based out of Tucson, Arizona with a total of 1 year of relevant experience. Kashin is an advisor for Wellspring Financial Partners. Throughout their career, Kashin has worked at 3Minutemoney, Wellspring Financial Partners and Geico. Kashin holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Arizona. Wellspring Financial Partners is an advisory company based out of Tucson, AZ. It has $691 million in assets between its 343 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 343 client accounts, 24% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees are based on the financial services. Fee types billed by Wellspring Financial Partners can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wellspring Financial Partners Brokerage Details
$691,444,782
9
343
$2,015,874
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Phillip Kashin Work History
Phillip has been registered as a financial advisor for 1 years.*
3Minutemoney
Wellspring Financial Partners
Geico
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Phillip Kashin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wellspring Financial Partners
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
North Salt Lake, UT
Tucson, AZ
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