PV
Phillip Valley
from Eastwind Capital Wealth Management
Phillip Valley is a financial advisor based in Ohio, Westerville,
with 34 years of experience. Phillip currently works for
Eastwind Capital Wealth Management.
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
This advisor does not appear to be registered with Unbiased
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Phillip Valley works at Eastwind Capital Wealth Management
Eastwind Capital Wealth Management is a financial advisory firm based in Westerville, Ohio. It currently has approximately $52,036,640 of assets under management and employs about 5 people. Eastwind Capital Wealth Management uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
921 Eastwind Drive, Suite 101, Westerville, Ohio, 43081
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