Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Adams is a financial advisor with over 20 years of experience in the financial services industry. Phillip has a broad range of experience in the financial services industry and is currently registered with Lion Street Financial, LLC. Prior to joining Lion Street Financial, Phillip was previously registered with Argentus Securities, LLC and Summitalliance Securities, LLC. Phillip holds the Series 6, Series 63, and SIE securities licenses.
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.
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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2
TX
02/15/2016 - Present
Lion Street Financial, LLC (Bryan TX)
TX
07/08/2010 - 02/28/2014
ARGENTUS SECURITIES, LLC (DALLAS TX)
TX
06/02/2003 - 07/01/2008
SUMMITALLIANCE SECURITIES, L.L.C. (BRYAN TX)
IA
05/15/2000 - 06/09/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 05/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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