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Philip Lee Webb

RPS Retirement Plan Advisors

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About Philip Lee Webb

Philip Webb is an investment advisor representative with RPS Retirement Plan Advisors. Philip has been in the industry for over 20 years and has experience working with individuals, corporations, and pension plans. Philip is registered to provide investment advice in Texas and is a Series 6, 63, and 65 license holder. Philip has previously worked at Nationwide Investment Services Corporation, GWFS Equities, Inc., Invesmart Securities, LLC, Mutual Service Corporation, and Manulife Financial Securities LLC.

Firm Information

Philip Webb is currently registered with RPS Retirement Plan Advisors. RPS Retirement Plan Advisors is a registered investment adviser based in Austin, Texas. They specialize in providing pension consulting services to clients, including pension and profit sharing plans. The firm currently manages $443,558,282 in assets for 30 clients. They do not offer financial planning or portfolio management services.
RPS Retirement Plan Advisors

9600 NORTH MOPAC

AUSTIN, TX 78759

$443.56M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Webb’s Registration & Firm History

TX

04/14/2022 - Present

RPS Retirement Plan Advisors (AUSTIN TX)

OH

04/10/2006 - 10/27/2008

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

CO

12/20/2005 - 02/03/2006

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

PA

04/15/2004 - 10/17/2005

INVESMART SECURITIES, LLC (PITTSBURGH PA)

MA

06/14/2002 - 08/26/2003

MUTUAL SERVICE CORPORATION (BOSTON MA)

MA

10/17/1997 - 05/28/2002

MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 07/28/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Lee Webb.
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