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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Price Phillips is a Registered Representative, Investment Adviser Representative, and Financial Advisor who has been in the financial services industry since 2013. Currently, Frank Price Phillips works for Wileybros Aintree Capital LLC as a Registered Representative and Investment Adviser Representative. Frank Price Phillips is licensed in the states of Alabama, Arkansas, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kansas, Kentucky, Mississippi, Montana, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Frank Price Phillips has also worked for Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. in the past. Frank Price Phillips holds the Series 7, Series 66, and SIE exams. Frank Price Phillips specializes in offering investment advisory services to individuals, corporations, trusts, estates, 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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
05/13/2024 - Present
&partners (NASHVILLE TN)
TN
11/06/2019 - 06/03/2021
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
02/13/2013 - 02/22/2013
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
10/16/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
09/04/2006 - 10/25/2006
AXA ADVISORS, LLC (MEMPHIS TN)
BOTH
Issued 12/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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