Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Sheridan Almon is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Greenwood Village, Colorado. Philip Almon has been working in the financial industry since 1983. Philip Almon is registered to provide investment advisory services in Colorado and Texas.
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
CO
06/09/2022 - Present
Raymond James Financial Services Advisors, Inc. (Greenwood Village CO)
CO
01/03/2011 - 06/15/2022
WELLS FARGO CLEARING SERVICES, LLC (GREENWOOD VILLAGE CO)
CO
05/29/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GREENWOOD VILLAGE CO)
CO
02/09/2007 - 06/18/2009
UBS FINANCIAL SERVICES INC. (DENVER CO)
CO
11/20/2000 - 02/09/2007
MCDONALD INVESTMENTS INC. (CENTENNIAL CO)
MO
07/24/1995 - 11/13/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
09/21/1992 - 07/28/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/03/1988 - 10/02/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/21/1987 - 03/22/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
10/30/1984 - 05/08/1987
E. F. HUTTON & COMPANY INC
NA
04/10/1984 - 09/05/1984
BOETTCHER & COMPANY, INC.
NA
11/01/1983 - 04/18/1984
CHESLEY AND DUNN, INC.
NA
08/24/1983 - 02/01/1984
BLINDER, ROBINSON & CO.,INC.
IA
Issued 06/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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