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Philip Hart

Lincoln International LLC

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About Philip Hart

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.

Firm Information

Philip Hart is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

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.

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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Philip Hart’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Hart.
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