Phillipe
Toupin
Aprio Wealth Management, LLC
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About this Advisor
Phillipe Toupin is a financial advisor based in Matthews, North Carolina, working with Aprio Wealth Management, LLC. Phillipe has previously held positions at Jones Gregg Financial, LLC, University Of North Carolina At Charlotte, Cold Call Marketing, Inc, Business Acquisition & Merger Associates, Aprio Wealth Management, LLC, Aprio Risk Management, LLC, and Aprio Llp. Phillipe has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Phillipe is part of Aprio Wealth Management, LLC, which operates out of Matthews, North Carolina. The firm has 11 offices and 30 employees. The firm manages assets totaling $1.8 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, pension consulting services, and educational seminars. The fee structure at Aprio Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aprio Wealth Management, LLC Brokerage Details
$1,835,159,664
30
2,121
$865,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Phillipe Toupin Work History
Aprio Wealth Management, LLC
Aprio Risk Management, LLC
Aprio Llp
Jones Gregg Financial, LLC
Jones Gregg Financial, LLC
Jones Gregg Financial, LLC
Business Acquisition & Merger Associates
Cold Call Marketing, Inc
University Of North Carolina At Charlotte
Disclosures
Please visit the SEC profile of Phillipe Toupin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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