Phillip Krause (CRD# 5180089) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Fort Lauderdale, FL and has over 17 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spire Investment Partners, LLC | Fort Lauderdale, FL | Jan 2018 - Current | 6 |
| Krause Capital Investments, Inc. | Ft Lauderdale, FL | Aug 2008 - Current | 15 |
| Ringler Associates Incorporated | Aliso Viejo, CA | Dec 2016 - Sep 2021 | 4 |
| Securities America Inc. | Fort Lauderdale, FL | Nov 2016 - Dec 2017 | 1 |
| Securities America Advisors | Fort Lauderdale, FL | Nov 2016 - Dec 2017 | 1 |
| Invest Financial Corporation | Tampa, FL | Feb 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management4,778MILLIONS
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Total Number of Accounts15,951ACCOUNTS
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Average Account Value$299,526
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