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Philip Benson Athey

Apeiron

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About Philip Benson Athey

Philip Benson Athey is a registered Investment Advisor Representative (IAR) with Apeiron in Dallas, Texas. Philip has over 15 years of experience in the financial services industry. Philip has held prior positions at WFG Investments, Inc. and Ameriprise Financial Services, Inc. Philip has passed the Series 7 and Series 66 exams. Philip specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Philip Athey is currently registered with Apeiron. Apeiron is a financial advisory firm based in Dallas, Texas. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Apeiron manages approximately $695 million in assets for over 2253 clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
Apeiron

10000 NORTH CENTRAL EXPRESSWAY

DALLAS, TX 75231

$695.00M

Assets Under Management

15

Total Clients

11

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Athey’s Registration & Firm History

TX

08/07/2017 - Present

Apeiron (DALLAS TX)

TX

10/08/2012 - 09/20/2017

WFG INVESTMENTS, INC. (Dallas TX)

TX

02/24/2004 - 10/25/2012

AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)

MN

02/24/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/08/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Philip Benson Athey. Review regulatory record here.
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