Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Garrison is an active investment advisor representative. He is registered with Robert W. Baird & Co. Inc. in Kansas and has been in the industry since November 2001. Phillip has a total of 30 years in the industry. He has experience with multiple investment firms, including Wells Fargo Advisors, LLC and A.G. Edwards & Sons, Inc. Phillip holds the Series 7, Series 31, and Series 66 licenses. Phillip is currently registered with Robert W. Baird & Co. Inc. and is based out of the Wichita, KS office. Phillip's specialties include investments for individual and institutional clients, providing portfolio management services, financial planning, and educational seminars. Phillip can assist with a broad range of investment needs.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KS
05/01/2017 - Present
Robert W. Baird & Co. Inc. (Wichita KS)
KS
01/01/2008 - 06/12/2015
WELLS FARGO ADVISORS, LLC (WICHITA KS)
KS
11/16/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WICHITA KS)
BOTH
Issued 11/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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