Unclaimed
Philip Donald Krebs is a registered investment advisor representative with Avondale Conquest, LLC. Philip has been in the industry since 1994 and has a wide range of experience. Philip has held positions at J.J.B. HILLIARD, W.L. LYONS, LLC, SUNTRUST EQUITABLE SECURITIES, and LEHMAN BROTHERS INC. Philip holds a Series 65 and Series 63 license, and is a general securities principal. Philip is also a registered investment advisor in California and Tennessee. Philip has worked with a wide variety of clients, including pooled investment vehicles, and is committed to providing them with high-quality investment advice.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/01/2025 - Present
Avondale Conquest, LLC (SAUSALITO CA)
TN
04/19/2018 - 04/03/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (Nashville TN)
GA
06/27/1996 - 06/12/2001
SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)
NY
02/22/1994 - 01/30/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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