Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Jackson is a financial advisor registered with LPL Financial LLC. Phillip has been in the financial services industry since May 2017. Phillip is licensed in California, Florida, Georgia and Texas. Phillip is also a registered Investment Advisor in Texas. Phillip works with a variety of clients, including individuals, businesses, pension and profit-sharing plans, corporations and other businesses, charitable organizations and high-net-worth individuals. Phillip offers financial planning, portfolio management and consulting services.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
05/22/2023 - Present
LPL Financial LLC (San Antonio TX)
TX
04/19/2021 - 05/22/2023
SIGMA FINANCIAL CORPORATION (SAN ANTONIO TX)
TX
05/15/2017 - 04/20/2021
EDWARD JONES (San Antonio TX)
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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