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Philip Thomas Alford

Values First Advisors, Inc.

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About Philip Thomas Alford

Philip Alford is a financial advisor with Values First Advisors, Inc. located in Gray, TN. Philip has been in the financial industry since 2016. He is registered with the state of Tennessee and Texas. Philip is a Certified Financial Planner and has his Series 66, SIE, and Series 7 licenses. He is also a licensed insurance agent and provides financial planning, portfolio management for individuals, and selection of other advisors. Philip works with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. Philip's previous experience includes working with Fidelity Brokerage Services LLC and Edward Jones.

Firm Information

Philip Alford is currently registered with Values First Advisors, Inc.. Values First Advisors, Inc. is an investment advisor based in Gray, TN. The firm provides financial planning and portfolio management services to individuals and charitable organizations. As of December 31, 2022, the firm managed over $201 million in assets for 1,504 clients. Values First Advisors, Inc. is registered with the SEC and has been in business since 2008.
Values First Advisors, Inc.

101 OLD GRAY STATION ROAD

GRAY, TN 37615

$201.96M

Assets Under Management

1

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Philip Alford’s Registration & Firm History

TN

11/11/2023 - Present

Values First Advisors, Inc. (GRAY TN)

TN

06/23/2020 - 12/06/2022

FIDELITY BROKERAGE SERVICES LLC (JOHNSON CITY TN)

NC

05/05/2016 - 05/14/2020

EDWARD JONES (MORGANTON NC)

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Licenses & Designations

BOTH

Issued 05/23/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Thomas Alford.
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