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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Williams is a financial advisor with Kingsview Wealth Management, LLC located in Grants Pass, OR. Phillip has been in the industry since 2008 and has a Series 7, 66, 9, 10 and 24 license. Phillip has experience with a variety of clients including individuals, corporations, charitable organizations, high-net-worth individuals, and investment companies. Phillip has a deep understanding of the financial markets and is committed to helping clients 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.
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.
Strategic management for diversified investment portfolios.
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
OR
04/09/2020 - Present
Kingsview Wealth Management, LLC (Grants Pass OR)
IN
05/16/2016 - 04/14/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
KY
11/01/2013 - 05/17/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (LOUISVILLE KY)
IN
06/08/2012 - 10/15/2013
MORGAN STANLEY (INDIANAPOLIS IN)
IN
01/24/2011 - 06/06/2012
LPL FINANCIAL LLC (KOKOMO IN)
IN
06/06/2008 - 01/11/2011
CFD INVESTMENTS, INC. (KOKOMO IN)
BOTH
Issued 07/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/06/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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