Unclaimed
Philip Hart is a financial advisor currently registered with Lincoln International LLC. He has been in the financial services industry since October 19, 2018. Philip holds the Series 7, Series 55, Series 63, Series 79, and SIE licenses. He is registered in the states of California, Georgia, Illinois, New York and Texas. Philip previously worked at Harris Williams and FBR Capital Markets & Co.
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.
1
2
VA
05/28/2024 - Present
Lincoln International LLC (Richmond VA)
VA
08/04/2020 - 05/16/2024
HARRIS WILLIAMS (RICHMOND VA)
NY
07/18/2013 - 05/13/2015
FBR CAPITAL MARKETS & CO. (NEW YORK NY)
BC
Issued 07/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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