Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Gordon Phillips is a financial advisor with over 20 years of experience in the industry. Andrew Gordon Phillips is registered with Raymond James Financial Services Advisors, Inc. in Florida. Andrew Gordon Phillips is also a registered investment advisor representative in Florida. Andrew Gordon Phillips has held past positions at RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES FINANCIAL SERVICES, and COOK & PHILLIPS FINANCIAL GROUP. Andrew Gordon Phillips holds Series 31, Series 7, and SIE licenses. Andrew Gordon Phillips offers financial planning services to individuals, businesses, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
05/08/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
03/20/2001 - 06/19/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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