Unclaimed
Philip Ransom Depriest is a financial advisor with over 30 years of experience in the industry. Philip is currently registered with LPL Financial LLC in Lincolnwood, Illinois. Philip has previously worked at CETERA INVESTMENT SERVICES LLC, VISION INVESTMENT SERVICES, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., IFMG SECURITIES, INC., NATCITY INVESTMENTS, INC., and AMERITAS INVESTMENT CORP. Philip is a licensed investment advisor and a registered representative in Illinois and Florida. Philip has a wide range of experience in financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
06/14/2019 - Present
LPL Financial LLC (LINCOLNWOOD IL)
IL
12/06/2011 - 05/29/2019
CETERA INVESTMENT SERVICES LLC (LINCOLNWOOD IL)
IL
01/04/2010 - 12/16/2011
VISION INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
01/09/2008 - 07/07/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (PARK RIDGE IL)
IL
04/09/2007 - 01/09/2008
IFMG SECURITIES, INC. (WHEELING IL)
IL
05/02/2005 - 04/11/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ELMWOOD PARK IL)
OH
03/07/2005 - 05/02/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
04/21/2003 - 02/25/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
FL
02/13/2002 - 04/23/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NE
10/02/1998 - 05/02/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
WA
12/09/2000 - 04/30/2001
HARRIS INVESTORLINE INC. (SEATTLE WA)
IL
04/15/2000 - 12/09/2000
HARRIS INVESTORLINE (CHICAGO IL)
IL
09/16/1998 - 04/15/2000
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
NY
06/03/1996 - 08/27/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
ME
02/28/1994 - 05/31/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
MA
07/01/1993 - 03/04/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
04/09/1984 - 06/30/1993
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
11/30/1982 - 04/12/1984
WADDELL & REED, INC.
NA
02/24/1982 - 11/30/1982
FIRST INVESTORS CORPORATION
IA
Issued 04/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/06/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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