Philippe Berthoud, financial advisor Danvers MA

Philippe Berthoud

CRD Number: 5270860
Current Firm: United Planners' Financial Services Of America A Limited Partner

Philippe Berthoud (CRD# 5270860) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Danvers, MA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
The Retirement Financial Center Danvers, MA Apr 2018 - Current 5
Philippe Berthoud Danvers, MA Jan 2017 - Current 7
United Planners' Financial Services Scottsdale, AZ Jun 2007 - Current 16
The Retirement Financial Center Danvers, MA Dec 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Philippe E. Berthoud
Phone Number: 480-991-0225
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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