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Philip Michael Dollar

GAR Wood Securities, LLC

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About Philip Michael Dollar

Philip Michael Dollar is a financial advisor with Gar Wood Securities, LLC, based in Austin, Texas. Philip has been in the securities industry since 2015 and is licensed to conduct business in Texas. He holds the Series 63, 7, 86, 87, 99TO and SIE licenses and is a registered representative with FINRA and a registered agent in Texas. Philip previously worked at Wells Fargo Securities, LLC and Jefferies LLC in Houston, Texas.

Firm Information

Philip Dollar is currently registered with GAR Wood Securities, LLC. GAR Wood Securities, LLC is a Limited Liability Company formed on February 20, 2004. The firm is registered in all 50 states and the District of Columbia. It has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

17

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.

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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Philip Dollar’s Registration & Firm History

TX

07/22/2020 - Present

GAR Wood Securities, LLC (Austin TX)

TX

04/18/2017 - 10/07/2019

WELLS FARGO SECURITIES, LLC (HOUSTON TX)

TX

03/10/2015 - 04/24/2017

JEFFERIES LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 03/06/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2015

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/01/2015

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 03/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Michael Dollar.
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