linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Philip Martin Cole

Meritage Portfolio Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Philip? Claim Your Profile

About Philip Martin Cole

Philip Martin Cole is a registered Investment Advisor Representative with Meritage Portfolio Management, Inc.. Philip has been in the industry since April 2017. Philip is licensed in Kansas and holds the Series 7TO, Series 66 and SIE licenses. Philip is also a member of the Advisory Board of KidsTLC. The advisory services that Philip offers are Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Philip Cole is currently registered with Meritage Portfolio Management, Inc.. Meritage Portfolio Management, Inc. is an investment advisor headquartered in Overland Park, KS, registered with the SEC. They specialize in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions, including charitable organizations, high-net-worth individuals, pension plans, and investment companies. They manage approximately $2.37 billion in assets and offer wrap fee program participation.
Meritage Portfolio Management, Inc.

7500 COLLEGE BLVD

OVERLAND PARK, KS 66210

$2.37B

Assets Under Management

1

Total Clients

7

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Philip Cole’s Registration & Firm History

KS

08/29/2022 - Present

Meritage Portfolio Management, Inc. (OVERLAND PARK KS)

MO

08/21/2019 - 08/26/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)

Not sure if Philip Martin Cole is right for you?

Licenses & Designations

BOTH

Issued 10/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Martin Cole.
Not sure if Philip Martin Cole is right for you?