Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Olney is an Investment Advisor Representative at Regal Investment Advisors LLC in Kentwood, MI. Phillip has been in the industry since May 2008. Phillip is licensed in Arizona and California. Phillip also worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Phillip has Series 6, Series 63 and Series 65 securities licenses.
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.
Third party fees
1
2
MI
03/08/2019 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
CA
03/01/2019 - 03/08/2019
WOODBURY FINANCIAL SERVICES, INC. (CHATSWORTH CA)
CA
02/22/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CHATSWORTH CA)
CA
05/12/2008 - 03/15/2017
NATIONAL PLANNING CORPORATION (WOODLAND HILLS CA)
IA
Issued 08/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Phillip Olney is the right advisor for you? Invested Better is here to help.
