Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Alvers is a financial advisor with LPL Financial LLC. Philip has been in the financial services industry since 1980. Philip has experience working with a variety of clients, including individuals, families, corporations, and charitable organizations. Philip has been registered with the Financial Industry Regulatory Authority (FINRA) since 1980 and holds the Series 7, Series 5, Series 26, and Series 63 licenses. Philip is also a registered investment advisor representative.
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
GA
02/14/2018 - Present
LPL Financial LLC (DOUGLASVILLE GA)
GA
12/18/2008 - 02/14/2018
INVEST FINANCIAL CORPORATION (DOUGLASVILLE GA)
GA
01/31/1997 - 12/22/2008
ROYAL ALLIANCE ASSOCIATES, INC. (DOUGLASVILLE GA)
GA
03/23/1990 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
02/01/1989 - 04/07/1990
ESSEX COMPANY
VT
03/11/1988 - 10/04/1989
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
06/09/1983 - 01/12/1988
THE DREYFUS SERVICE CORPORATION
NA
03/25/1982 - 02/16/1983
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
01/19/1980 - 02/25/1982
BACHE HALSEY STUART SHIELDS INCORPORATED
BC
Issued 01/08/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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