Philip Parrish Sallee, M.B.A.

Chief Investment Officer
Founder

Work: (502) 322-6144
Mobile: (502) 322-6144
Fax: (502) 410-0468

Education:

Registered Investment Advisor:

Investment Advisor Representative:

Registrations:

  • Series 65Investment Advisor Representative
    Uniform Investment Advisor Law Exam
    IAR

Securities Licenses Formerly Held:

  • Series 24 General Securities Principal, FINRA Code- GP
  • Series 26 Principal, Investment Company Products/ Variable Contracts, FINRA Code- IP
  • Series 7 General Securities Representative, FINRA Code- GS
  • Series 6 Representative, Investment Company Products / Variable Contracts, FINRA Code- IR
  • Series 63 Agent, FINRA Code- AG

Boards:

Organizations:

Achievements: