Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip C. Linebarrier is a financial advisor with LPL Financial LLC. Philip has been in the financial industry since March 14, 2015. Prior to joining LPL Financial LLC, Philip worked at WELLS FARGO CLEARING SERVICES, LLC and FIRST CLEARING, LLC. Philip is licensed to provide investment advice in the state of South Carolina and has a Series 63 license. Philip also holds the SIE, Series 99, and Series 6 licenses. Philip has experience working with individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
09/13/2017 - Present
LPL Financial LLC (FORT MILL SC)
MO
11/11/2016 - 09/19/2017
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
03/14/2016 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
NC
03/05/2007 - 03/03/2008
WACHOVIA SECURITIES, LLC (KANNAPOLIS NC)
BC
Issued 03/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 99 - Operations Professional Examination
BC
Issued 03/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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