Unclaimed Profile

Phillip Andrew Titzer

THE EDGAR LOMAX COMPANY·ALEXANDRIA, Virginia

Series 6, Series 63, Series 65Clean record6 years registeredTHE EDGAR LOMAX COMPANY

5971 KINGSTOWNE VILLAGE PARKWAY, ALEXANDRIA, VA 22315CRD# 2762887Firm CRD# 105444

Profile Verification

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

Identity

Phillip Andrew Titzer · ALEXANDRIA, VA

Registration

CRD #2762887 · THE EDGAR LOMAX COMPANY · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE EDGAR LOMAX COMPANY

SOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC.

Mar 2020 – Jan 2025

WILMINGTON, NC

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · March 20, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE EDGAR LOMAX COMPANY

CRD 105444 · SEC 801-19358

AUM

$1.7B

Regulatory assets under management

Employees

39 client accounts

Services offered by THE EDGAR LOMAX COMPANY

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at THE EDGAR LOMAX COMPANY →

Introduction

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Frequently Asked Questions

What services does Phillip Andrew Titzer offer?

Phillip Andrew Titzer specializes in Investment Management, Wealth Management.

What are Phillip Andrew Titzer's credentials?

Phillip Andrew Titzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Andrew Titzer located?

Phillip Andrew Titzer is based in ALEXANDRIA, Virginia, last registered with THE EDGAR LOMAX COMPANY.

How does Phillip Andrew Titzer charge for services?

Phillip Andrew Titzer's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE EDGAR LOMAX COMPANY?

THE EDGAR LOMAX COMPANY has approximately 9 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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