Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Nathaniel Loring is a financial advisor registered with LPL Financial LLC in Fort Collins, Colorado. Phillip has been in the financial services industry since 1998 and has extensive experience in providing investment advice to individuals, families, and businesses. Phillip holds Series 7 and Series 63 securities licenses, as well as a Series 65 investment advisor representative license. Phillip is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
CO
07/21/2021 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
11/20/2012 - 07/21/2021
WADDELL & REED (FORT COLLINS CO)
CO
01/01/2008 - 11/26/2012
WELLS FARGO ADVISORS, LLC (LOVELAND CO)
CO
04/12/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LOVELAND CO)
NJ
05/20/1998 - 04/24/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 06/11/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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