Phillip David Beckner
Investment adviser representative at Mitchell Sinkler & Starr
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mitchell Sinkler & StarrApr 2021 to now
- West Financial Services, Inc.May 2016 to Mar 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mitchell Sinkler & Starr
Legal name: Mitchell Sinkler & Starr Inc
$1.8BAssets managed
247Clients
7Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7023162
- Firm CRD
- 106460