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Philip Douglas Eldredge

F2F Retirement, LLC

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About Philip Douglas Eldredge

Philip Eldredge is a registered Investment Advisor Representative with F2F Retirement, LLC. Philip has been in the financial industry since 2006. Philip is also a licensed life insurance agent. Philip offers financial planning services to individuals and charitable organizations. Philip and F2F Retirement, LLC are located in Tooele, UT.

Firm Information

Philip Eldredge is currently registered with F2F Retirement, LLC. F2F Retirement, LLC is an investment advisory firm with offices in [main office address]. The firm manages approximately $37 million in assets for 351 clients, including individuals, charitable organizations, and other investment advisors. They offer a range of services including financial planning, portfolio management for individuals, market timing services, and educational seminars. The firm has 2 licensed agents and 3 investment adviser representatives.

$37.01M

Assets Under Management

350

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Eldredge’s Registration & Firm History

UT

11/17/2016 - Present

F2F Retirement, LLC (Tooele UT)

UT

03/24/2014 - 02/08/2016

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

UT

10/03/2013 - 03/06/2014

TD AMERITRADE, INC. (DRAPER UT)

UT

12/04/2006 - 09/23/2013

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

UT

01/03/2006 - 08/03/2006

EQUITRUST MARKETING SERVICES, LLC (TOOELE UT)

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Licenses & Designations

BOTH

Issued 12/28/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/22/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Philip Douglas Eldredge. Review regulatory record here.
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