Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Loyd Padgett is a financial professional registered with Charles Schwab & CO., Inc. Phillip has been in the industry since October 2020 and is licensed in all 50 states. Phillip previously worked for TD Ameritrade, Inc. and is a Series 7, 9, 63 and SIE licensed professional. Phillip offers financial planning and portfolio management advice to individual and institutional clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
09/16/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
10/19/2020 - 09/26/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 10/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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