Phillip Toews (CRD# 1643056) is an Investment Advisor Representative working at Toews Asset Management in New York, NY and has over 32 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Toews Corporation | Philadelphia, PA | Oct 1994 - Current | 29 |
Northern Lights Distributors, LLC | Omaha, NE | Dec 2007 - May 2019 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2001 |
S65 | NASAA Investment Advisors Law Examination | May 1992 |
- NJ
- NY
- PA
- TX
-
Total Assets Under Management999MILLIONS
-
Total Number of Accounts179ACCOUNTS
-
Average Account Value$5,580,422
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, CT, DE, FL, GA, IN, KS, MA, MD, NC, NH, NJ, NM, NY, OK, OR, PA, PR, SC, TN, TX, VA, WA
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