linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Phillip Kimball Carver

Huntleigh Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Phillip? Claim Your Profile

About Phillip Kimball Carver

Phillip Kimball Carver is a financial advisor who has been in the industry since 1984. Phillip is currently registered with Huntleigh Advisors, Inc., a firm that offers investment advisory services. Phillip has prior experience with K. W. CHAMBERS & CO. and PFS INVESTMENTS INC.. Phillip is licensed in multiple states and holds a variety of licenses and certifications, including Series 63, Series 65, and Series 26. Phillip specializes in providing financial advice to individuals, families, and businesses.

Firm Information

Phillip Carver is currently registered with Huntleigh Advisors, Inc.. Huntleigh Advisors, Inc. is an investment advisor registered with the SEC and located in ST. LOUIS, MO. The firm has 40 licensed agents, 53 investment adviser representatives, 49 registered representatives, and 53 investment advisory functions. Huntleigh Advisors, Inc. provides portfolio management services for individuals and pension consulting. They manage approximately $445,422,627 in regulatory assets under management for 1,422 accounts. The firm primarily serves individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Huntleigh Advisors, Inc.

7800 FORSYTH BLVD.

ST. LOUIS, MO 63105

$445.42M

Assets Under Management

Not reported

Total Clients

55

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor/third party manager fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Phillip Carver’s Registration & Firm History

TN

01/12/2021 - Present

Huntleigh Advisors, Inc. (MEMPHIS TN)

TN

05/27/1993 - 12/03/2021

K. W. CHAMBERS & CO. (CORDOVA TN)

GA

01/06/1984 - 12/31/1992

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if Phillip Kimball Carver is right for you?

Licenses & Designations

IA

Issued 03/05/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Kimball Carver.
Not sure if Phillip Kimball Carver is right for you?