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Philip Harold Clinkscales

Homrich Berg

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About Philip Harold Clinkscales

Philip Harold Clinkscales is a financial advisor with over 20 years of experience in the industry. Philip is a Certified Financial Planner, Personal Financial Specialist, and Chartered Financial Analyst. He specializes in providing financial planning and investment advice to high-net-worth individuals, families, and institutions. Philip currently works for Homrich Berg, a firm based in Atlanta, Georgia. Prior to joining Homrich Berg, Philip worked for PPA INVESTMENTS, INC., a firm based in Roswell, Georgia.

Firm Information

Philip Clinkscales is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

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 Clinkscales’s Registration & Firm History

GA

11/08/2021 - Present

Homrich Berg (ATLANTA GA)

GA

08/14/2002 - 02/01/2013

PPA INVESTMENTS, INC. (ROSWELL GA)

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Licenses & Designations

IA

Issued 10/15/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/16/2003

Series 4 - Registered Options Principal Examination

BC

Issued 08/13/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Harold Clinkscales.
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