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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Benavides is an investment advisor representative registered with Sanctuary Advisors, LLC, and has been in the industry since 2012. Philip is licensed in 19 states across the United States and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Before joining Sanctuary Advisors, Philip has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, UBS Financial Services Inc., and Avondale Partners, LLC. Philip has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service and expertise.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
06/21/2019 - Present
Sanctuary Advisors, LLC (Brentwood TN)
TN
02/25/2015 - 06/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRENTWOOD TN)
MO
11/17/2014 - 01/08/2015
EDWARD JONES (ST. LOUIS MO)
NJ
03/07/2014 - 12/09/2014
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TN
10/17/2012 - 02/27/2014
AVONDALE PARTNERS, LLC (NASHVILLE TN)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/18/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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