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Philip David Efird

Amuni Financial, Inc.

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About Philip David Efird

Philip Efird has been in the financial services industry since November 1997. Philip is a registered representative of Amuni Financial, Inc., a broker-dealer and investment advisor, and has been with them since July 2022. Before joining Amuni, Philip worked with Wells Fargo Clearing Services, LLC, and First Clearing, LLC. Philip is a Series 7, Series 24, Series 27, and Series 99TO licensed professional.

Firm Information

Philip Efird is currently registered with Amuni Financial, Inc.. Amuni Financial, Inc., a corporation approved in 1980, provides financial planning services and portfolio management for individuals, businesses, and high-net-worth clients. The firm offers educational seminars and helps clients select other advisors. They are registered with the SEC and in 48 states.
Amuni Financial, Inc.

720 SECOND AVE S

ST PETERSBURG, FL 33701

$130.91M

Assets Under Management

Not reported

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial planning services available through clearing agent agreement

Financial planning services available through clearing agent agreement

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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percentage of assets

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

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Philip Efird’s Registration & Firm History

FL

07/27/2022 - Present

Amuni Financial, Inc. (ST. PETERSBURG FL)

MO

11/11/2016 - 06/07/2022

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

MO

12/21/2010 - 11/11/2016

FIRST CLEARING, LLC (ST. LOUIS MO)

MO

07/30/2001 - 12/21/2010

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

MO

03/01/2000 - 07/30/2001

FIRST CLEARING CORPORATION (ST. LOUIS MO)

NA

10/22/1990 - 04/02/1993

CAPITOL SECURITIES GROUP, INC.

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Licenses & Designations

BC

Issued 05/07/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/19/1990

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip David Efird.
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