Unclaimed
Phillip Gaillard is a financial advisor with Thrivent Investment Management Inc. Phillip has over 16 years of experience in the financial services industry. Phillip is registered to provide investment advice in 51 states, as well as the District of Columbia and Oklahoma. Phillip specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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
MN
03/26/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
SC
10/19/2023 - 03/11/2024
EQUITABLE ADVISORS, LLC (CONWAY SC)
SC
09/06/2017 - 09/01/2023
EDWARD JONES (PAWLEYS ISLAND SC)
SC
07/20/2007 - 09/04/2009
WELLS FARGO ADVISORS, LLC (GEORGETOWN SC)
BOTH
Issued 11/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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