Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Faulk is a financial advisor at Raymond James Financial Services Advisors, Inc. in Knoxville, TN. Philip has been in the financial industry for over 20 years, and has a strong track record of helping clients achieve their financial goals. He is a registered representative of Raymond James Financial Services Advisors, Inc., and is also a registered investment advisor in the state of Tennessee. Philip has a broad range of experience in financial planning, portfolio management, and retirement planning. Philip is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs and goals.
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
TN
02/10/2017 - Present
Raymond James Financial Services Advisors, Inc. (KNOXVILLE TN)
TN
02/13/2013 - 12/06/2016
RAYMOND JAMES & ASSOCIATES, INC. (KNOXVILLE TN)
TN
02/02/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (KNOXVILLE TN)
TN
09/24/2002 - 01/30/2004
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
BC
Issued 10/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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