Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Layne Vick is an investment advisor representative at Grove Point Advisors, LLC. Phillip has been in the financial services industry since 1987. Phillip is a registered investment advisor in Texas, and holds a Series 6, 7, 24, 63 and 66 securities licenses. Phillip specializes in providing financial planning and investment advice to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/01/2021 - Present
Grove Point Advisors, LLC (Irving TX)
TX
12/22/2000 - 03/01/2010
INVESTMENT CENTERS OF AMERICA, INC. (IRVING TX)
TX
03/23/1998 - 12/31/2000
SWS FINANCIAL SERVICES (DALLAS TX)
CA
06/19/1997 - 03/27/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
TX
11/13/1995 - 06/20/1997
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
TX
05/04/1995 - 11/07/1995
UNITED FINANCIAL MARKETS, INC. (HOUSTON TX)
OH
03/17/1990 - 05/04/1995
PEBSCO SECURITIES CORP. (COLUMBUS OH)
TX
09/17/1988 - 05/03/1995
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
TX
07/02/1990 - 12/31/1991
SECURITY CHURCH FINANCE, INC. (HOUSTON TX)
NA
11/12/1986 - 04/26/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 11/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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