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Alan Peter Tellkamp

PHX Financial, Inc.

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About Alan Peter Tellkamp

Alan Tellkamp is a registered representative with Phx Financial, Inc. Alan has been in the securities industry since 2002 and has a broad range of experience in the financial services field. Alan has a strong track record of success in helping clients achieve their financial goals. Alan is licensed to sell securities in multiple states, including Arizona, California, Florida, Iowa, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Washington.

Firm Information

Alan Tellkamp is currently registered with PHX Financial, Inc.. PHX Financial, Inc. is a Corporation formed in December 2006. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 3 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Alan Tellkamp’s Registration & Firm History

FL

02/25/2019 - Present

PHX Financial, Inc. (Fort Lauderdale FL)

NY

09/14/2017 - 10/15/2018

PHX FINANCIAL, INC. (NEW YORK NY)

NY

01/25/2002 - 12/31/2012

NORTHEAST SECURITIES, INC. (MITCHEL FIELD NY)

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Licenses & Designations

BOTH

Issued 05/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2021

Series 24 - General Securities Principal Examination

BC

Issued 03/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/01/2003

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/20/2002

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 06/29/2002

Series 72 - Government Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Peter Tellkamp.
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