Phil
Weber
Fifth Third Securities, Inc
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About this Advisor
Phil Weber is a certified financial planner operating out of Falmouth, Kentucky, with a total of 3 years of industry experience. Weber is an employee of Fifth Third Securities, Inc. The advisor has gained experience at The Prudential Insurance Company Of America, Pruco Securities, LLC, Morgan Stanley, Morgan Stanley Private Bank, National Association, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Prudential, Fidelity Investmnets, Fifth Third Securities and Fifth Third Bank. Weber holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Kentucky. Fifth Third Securities, Inc is a registered investment business headquartered in Cincinnati, OH. The investment advisory business has offices in 1,117 locations and a total of 1,205 advisors. It handles $7 billion in assets among its 41,519 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 41,519 customer accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. The company provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules usually are based on which services the firm provides the client. Fees billed by Fifth Third Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fifth Third Securities, Inc Brokerage Details
$7,311,047,248
1,205
41,519
$176,089
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
- Other
Phil Weber Work History
Phil has been registered as a financial advisor for 3 years.*
Fifth Third Securities
Fifth Third Bank
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Morgan Stanley Private Bank, National Association
Fidelity Investmnets
Morgan Stanley
Morgan Stanley
The Prudential Insurance Company Of America
Pruco Securities, LLC
Prudential
*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 Phil Weber 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 Fifth Third Securities, Inc
Cincinnati, OH
Mentor, OH
Jacksonville, FL
Vermilion, OH
Columbus, OH
Cape Coral, FL
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
