Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Condit is a financial advisor with over 28 years of experience in the industry. Philip is currently registered with LPL Financial LLC and Condit Wealth Management Co. Philip is a registered representative in several states including North Dakota, Minnesota, Texas, Arizona, California, Oregon, South Dakota, Tennessee and Wisconsin. Philip has held previous roles at FSC Securities Corporation and National Planning Corporation. Philip holds the Series 63, Series 65, Series 7 and Series 24 licenses. Philip has a strong background in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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
ND
01/24/2024 - Present
LPL Financial LLC (FARGO ND)
ND
11/06/2006 - 11/29/2017
NATIONAL PLANNING CORPORATION (FARGO ND)
ND
05/25/1994 - 11/14/2006
FSC SECURITIES CORPORATION (FARGO ND)
IA
Issued 07/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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