Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Debruyn is a financial advisor in Dallas, Texas. Philip has been working in the financial services industry since 1987. Philip is currently registered with Captrust and has been with them since May 2023. Philip holds the Series 7, Series 63, Series 66, and Series 26 licenses. Philip has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions. Philip specializes in financial planning, portfolio management, and retirement planning.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/29/2023 - Present
Captrust (Dallas TX)
TX
06/19/2018 - 04/16/2024
SOUTHERN WEALTH SECURITIES, LLC (Dallas TX)
TX
06/29/2023 - 07/05/2023
CAPFINANCIAL SECURITIES, LLC. (Dallas TX)
TX
07/13/2001 - 10/01/2018
M HOLDINGS SECURITIES, INC. (DALLAS TX)
MA
08/24/1992 - 07/16/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
05/23/1990 - 08/14/1992
HAWTHORNE DISTRIBUTORS CORP.
MA
02/11/1988 - 10/31/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
10/24/1986 - 03/01/1988
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 09/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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