Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Crow is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Little Elm, TX. Philip has been in the financial industry for over 22 years, having previously worked at Hornor, Townsend & Kent, LLC, Northwestern Mutual Investment Services, LLC, 1st Global Capital Corp., Banc of America Investment Services, Inc., American General Securities Incorporated, Next Financial Group, Inc., Cullum & Burks Securities, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Philip is a Registered Representative with the state of Texas and Washington. Philip is also a Registered Investment Advisor with the state of Texas and Washington. Philip holds the Series 7, 24, 27, 51, 52, 53, 63 and 66 securities licenses. Philip is also a licensed Operations Professional. Philip specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
02/04/2022 - Present
Raymond James Financial Services Advisors, Inc. (Little Elm TX)
TX
09/28/2010 - 01/19/2022
HORNOR, TOWNSEND & KENT, LLC (ADDISON TX)
WI
07/31/2009 - 03/29/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
TX
01/17/2008 - 03/19/2009
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
01/22/2007 - 12/19/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
TX
01/25/2005 - 01/31/2007
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
TX
01/14/2004 - 12/31/2004
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
09/16/1999 - 12/19/2003
CULLUM & BURKS SECURITIES, INC. (DALLAS TX)
MN
08/13/1999 - 09/01/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/13/1999 - 09/01/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/21/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/18/2000
Series 4 - Registered Options Principal Examination
BC
Issued 12/02/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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