Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Michael Plant is an investment advisor representative with Herndon Plant Oakley, Ltd. in San Antonio, Texas. Phillip Michael Plant has been working in the financial services industry since November 29, 2011. Phillip Michael Plant is registered with the state of Texas as a broker-dealer and an investment advisor. Phillip Michael Plant is also registered with FINRA. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
1
2
TX
03/30/2017 - Present
Herndon Plant Oakley, Ltd. (SAN ANTONIO TX)
BOTH
Issued 06/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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