Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Hart has been in the financial industry since 1983. Currently, Phillip is registered with First Command Advisory Services and has a branch office in Fort Worth, TX. Phillip has experience with multiple firms including Transamerica Financial Advisors, Inc. , TD Ameritrade, Inc., Allstate Financial Services, LLC, 1st Discount Brokerage, Inc., H.D. Vest Investment Services, High Mark Securities, Inc., Southwest Securities, Inc., Intersecurities, Inc., Capital Brokerage Corporation, Mutual of Omaha Investor Services, Inc. and Travelers Equities Sales, Inc. Phillip is licensed to offer financial advice and services in 51 states. Phillip specializes in providing financial advice to individuals and families, as well as charitable organizations, corporations, and pension plans.
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.
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2
TX
01/20/2017 - Present
First Command Advisory Services (FORT WORTH TX)
TX
11/30/2010 - 11/21/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (HEATH TX)
TX
01/29/2007 - 10/06/2010
TD AMERITRADE, INC. (FORT WORTH TX)
TX
11/17/2006 - 01/30/2007
ALLSTATE FINANCIAL SERVICES, LLC (IRVING TX)
TX
01/27/2006 - 07/07/2006
1ST DISCOUNT BROKERAGE, INC. (PLANO TX)
TX
07/26/2005 - 01/19/2006
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
FL
04/22/2003 - 08/18/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
TX
02/05/2001 - 05/02/2003
SOUTHWEST SECURITIES, INC. (DALLAS TX)
FL
08/31/1999 - 12/31/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
VA
01/31/1997 - 07/19/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NE
08/25/1993 - 01/31/1996
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
TX
03/23/1988 - 12/20/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NA
10/17/1978 - 04/12/1988
TRAVELERS EQUITIES SALES, INC.
IA
Issued 01/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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