Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Bradford Kidd is a financial advisor with over 15 years of experience in the financial services industry. Philip is currently registered with Newport Group Consulting, LLC and is licensed to provide investment advice in Florida and Georgia. Philip has held previous positions at Newport Group Securities, Inc., Capacuity Securities, Inc., Clark Securities, Inc., Raymond James & Associates, Inc. and Texas Securities Partners, Inc. Philip holds the Series 7, 63, 66 and SIE securities licenses.
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.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
Percentage of assets under advisement
1
2
FL
11/08/2022 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
11/02/2022 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
FL
07/24/2020 - 11/01/2022
CAPACUITY SECURITIES, INC. (LAKE MARY FL)
FL
05/18/2011 - 06/30/2020
NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)
NC
02/18/2008 - 04/04/2011
CLARK SECURITIES, INC. (GREENSBORO NC)
FL
06/21/2005 - 05/01/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TX
03/10/2005 - 05/31/2005
TEXAS SECURITIES PARTNERS, INC. (PLANO TX)
BOTH
Issued 08/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2005
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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