Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Andrew Lahr is a financial advisor with Credit Union Investment Services, located in Asheboro, North Carolina. Philip has been in the financial services industry since December 26, 2010, and is registered to provide investment advisory services in North Carolina. Philip has experience in providing financial advice and services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NC
06/12/2017 - Present
Credit Union Investment Services (Asheboro NC)
NC
12/03/2009 - 05/19/2016
AXA ADVISORS, LLC (HIGH POINT NC)
BOTH
Issued 12/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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