Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Linville is a financial advisor in Coral Springs, FL with over 44 years of experience in the industry. Phillip has been with PFS Investments Inc. since 1982, and has a background with both Integrated Resources Equity Corporation and WestAmerica Financial Corporation. Phillip is registered with FINRA and holds Series 1, 6TO and SIE licenses and Series 26 principal license. Phillip is specialized in providing financial advice for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/31/1982 - Present
PFS Investments Inc. (CORAL SPRINGS FL)
NA
04/13/1981 - 01/19/1982
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/07/1977 - 01/31/1981
WESTAMERICA FINANCIAL CORPORATION
BC
Issued 09/23/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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