Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Scott Eggers is a financial advisor with over 30 years of experience in the industry. Phillip is currently registered with LPL Financial LLC and holds a Series 63, Series 24, Series 6TO, SIE, Series 31, and Series 7 licenses. In addition to his current role, Phillip has previous experience working with Raymond James Financial Services, Inc. and Dean Witter Reynolds Inc. Phillip serves a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Phillip's areas of expertise include financial planning, portfolio management, and consulting.
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
CA
04/01/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
05/29/2015 - 04/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLANO TX)
TX
01/16/1998 - 06/05/2015
LPL FINANCIAL LLC (PLANO TX)
NY
08/07/1990 - 01/30/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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