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Philip Scott Rulon

Ensign Advisory Partners LLC

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About Philip Scott Rulon

Philip Rulon has been in the financial services industry since 1998. Philip has a Series 7, Series 6, Series 63, and Series 65 license and is a registered Investment Advisor in the state of Arizona. Philip is currently employed by Ensign Advisory Partners LLC. In addition to being an Investment Advisor Representative, Philip also owns and operates Rulon Financial & Tax. Philip's current firm provides a variety of financial services to individuals, including portfolio management and investment advisory services. Philip has experience in various areas of the financial services industry, including pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Philip Rulon is currently registered with Ensign Advisory Partners LLC. Ensign Advisory Partners LLC is an investment advisor with 2 licensed agents and 2 investment adviser representatives. The firm manages approximately $43,830,478 in assets, primarily for high-net-worth individuals and other individuals. They also manage assets for pension and profit-sharing plans. The firm provides portfolio management services for individuals and selection of other advisers.

$43.83M

Assets Under Management

Not reported

Total Clients

3

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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Philip Rulon’s Registration & Firm History

AZ

05/22/2024 - Present

Ensign Advisory Partners LLC (GILBERT AZ)

AZ

09/05/2003 - 06/15/2018

J.W. COLE FINANCIAL, INC. (GLENDALE AZ)

FL

03/04/2003 - 09/05/2003

JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)

TX

10/06/1999 - 03/05/2003

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

TX

08/28/1998 - 10/15/1999

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

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Licenses & Designations

IA

Issued 04/28/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/27/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Philip Scott Rulon. Review regulatory record here.
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