Phillip
Argue
Seia
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About this Advisor
Phillip Argue is a financial advisor based in Los Angeles, California, working with Seia. Phillip has previously held positions at Morgan Stanley Smith Barney, Prepared Capital, Steel Peak Wealth Management, Seia LLC, Royal Alliance Associates, Inc, and Ses Inc. Phillip has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Phillip is part of Seia, which operates out of Los Angeles, California. The firm has 22 offices and 138 employees. The firm manages assets totaling $14.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Seia includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seia Brokerage Details
$14,211,502,743
138
18,483
$768,896
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Phillip Argue Work History
Ses Inc
Seia LLC
Royal Alliance Associates, Inc
Steel Peak Wealth Management
Prepared Capital
Prepared Capital
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Phillip Argue 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 Seia
Los Angeles, CA
Los Angeles, CA
Newport Beach, CA
Mc Lean, VA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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