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Philip Brian Dortch

ASPIRE PRIVATE WEALTH COUNSEL, LLC·KNOXVILLE, Tennessee
Series 6, Series 7, Series 63Clean record22 years registeredASPIRE PRIVATE WEALTH COUNSEL, LLC
8351E. WALKER SPRINGS LN, SUITE 400, KNOXVILLE, TN 37923CRD# 2963881Firm CRD# 282582

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Brian Dortch · KNOXVILLE, TN
Registration
CRD #2963881 · ASPIRE PRIVATE WEALTH COUNSEL, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

ASPIRE PRIVATE WEALTH COUNSEL, LLC
May 2016 – present
VISIONARY HORIZONS, LLC
Dec 2012 – Jun 2016
KNOXVILLE, TN
DORTCH CAPITAL MANAGEMENT, LLC
Jul 2008 – Jul 2012
KNOXVILLE, TN
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC
Jan 2004 – Oct 2006
KNOXVILLE, TN
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · January 28, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASPIRE PRIVATE WEALTH COUNSEL, LLC
CRD 282582 · SEC 801-127937
AUM
$129M
Regulatory assets under management
Employees
5
216 client accounts
Services offered by ASPIRE PRIVATE WEALTH COUNSEL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASPIRE PRIVATE WEALTH COUNSEL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Philip Brian Dortch offer?
Philip Brian Dortch specializes in Financial Planning, Investment Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Philip Brian Dortch's credentials?
Philip Brian Dortch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Brian Dortch located?
Philip Brian Dortch is based in KNOXVILLE, Tennessee, working with ASPIRE PRIVATE WEALTH COUNSEL, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Philip Brian Dortch charge for services?
Philip Brian Dortch's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fee sharing arrangements with insurance broker. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASPIRE PRIVATE WEALTH COUNSEL, LLC?
ASPIRE PRIVATE WEALTH COUNSEL, LLC has approximately 5 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASPIRE PRIVATE WEALTH COUNSEL, LLC

Erich Thomas Von Geis
KNOXVILLE, TN

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