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Phillip Trueblood
from Trueblood Wealth Management, LLC
Phillip Trueblood is a financial advisor based in Ohio, Lima,
with 17 years of experience. Phillip currently works for
Trueblood Wealth Management, LLC.
Phillip maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Phillip Trueblood works at Trueblood Wealth Management, LLC
Trueblood Wealth Management, LLC is a financial advisory firm based in Lima, Ohio. It currently has approximately $301,016,695 of assets under management and employs about 2 people. Trueblood Wealth Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
and a percentage of assets under your management
Office location
2500 Shawnee Road, Suite A, Lima, Ohio, 45806
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