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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 Thomas Bloyd is an investment advisor representative with AE Wealth Management, LLC. Phillip has been in the industry since 1999, and holds Series 6, 26, 63, and 65 licenses. Phillip has experience working with individuals, high-net-worth individuals, corporations, and pension plans. He specializes in providing financial planning, educational seminars, and portfolio management services. Phillip's previous experience includes roles at Silver Oak Securities, Incorporated, Ameritas Investment Corp., and USA Financial Securities Corporation.
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.
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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KY
04/17/2024 - Present
AE Wealth Management, LLC (Louisville KY)
TN
11/28/2006 - 09/05/2007
SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)
KY
01/20/2006 - 11/29/2006
AMERITAS INVESTMENT CORP. (LOUISVILLE KY)
MI
07/01/2002 - 02/01/2006
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
OH
03/29/2001 - 07/01/2002
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
VT
07/19/2000 - 03/23/2001
EQUITY SERVICES, INC. (MONTPELIER VT)
IN
04/16/1999 - 06/30/2000
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
04/16/1999 - 06/30/2000
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IA
Issued 01/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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