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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Charles Donald is an Investment Advisor Representative with Sharebuilder 401k. Phillip is registered with the state of Kentucky. Phillip has 1 state exam. The advisor has been in the industry since September 2017. Phillip has been with Sharebuilder 401k since July 2019. Phillip has also worked with Capital One Investing, LLC, Capital One Advisors, LLC, Loves Travel Stops, and Speedway LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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KY
08/15/2019 - Present
Sharebuilder 401k (Georgetown KY)
IA
Issued 12/15/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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