Unclaimed Profile

Philip Parrish Sallee

WEALTHMD CORPORATION·LOUISVILLE, Kentucky

Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record23 years registeredWEALTHMD CORPORATION

1706 BARDSTOWN ROAD, LOUISVILLE, KY 40205CRD# 4120662Firm CRD# 140498

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Philip Parrish Sallee · LOUISVILLE, KY

Registration

CRD #4120662 · WEALTHMD CORPORATION · 23 years registered

Brand Profile

Not yet started

Career History

WEALTHMD CORPORATION

Jun 2006 – present

RAYMOND JAMES FINANCIAL SERVICES

Sep 2003 – Jun 2006

LEXINGTON, KY

AMERITAS INVESTMENT CORP

Oct 2002 – Nov 2002

LEXINGTON, KY

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · October 30, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHMD CORPORATION

CRD 140498 · SEC 801-80639

AUM

$190M

Regulatory assets under management

Employees

1,017 client accounts

Services offered by WEALTHMD CORPORATION

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WEALTHMD CORPORATION →

Introduction

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Frequently Asked Questions

What services does Philip Parrish Sallee offer?

Philip Parrish Sallee specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Philip Parrish Sallee's credentials?

Philip Parrish Sallee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip Parrish Sallee located?

Philip Parrish Sallee is based in LOUISVILLE, Kentucky, working with WEALTHMD CORPORATION. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Philip Parrish Sallee charge for services?

Philip Parrish Sallee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHMD CORPORATION?

WEALTHMD CORPORATION has approximately 3 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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