Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip William Barnhill is a financial advisor with over 35 years of experience in the industry. Phillip is currently registered as a Registered Representative with Hightower Advisors, LLC and is currently pending approval in Minnesota. He has held a number of positions with other firms including M HOLDINGS SECURITIES, INC., LPL FINANCIAL LLC, NEW ENGLAND SECURITIES, CONNECTICUT MUTUAL FINANCIAL SERVICES, INC., THE GREAT-WEST LIFE ASSURANCE COMPANY and NML EQUITY SERVICES, INC.. Phillip holds a number of professional licenses, including the Series 6, 7, 24, 51, and 63 licenses, and the SIE exam. Phillip is dedicated to providing comprehensive financial planning and wealth management services to individuals and families. Phillip is committed to providing his clients with the highest level of service and expertise.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MN
01/01/2025 - Present
Hightower Advisors, LLC (Minnetonka MN)
MN
08/06/2015 - 07/16/2021
M HOLDINGS SECURITIES, INC. (Minneapolis MN)
MN
07/01/2005 - 02/14/2014
LPL FINANCIAL LLC (MINNETONKA MN)
NY
09/09/1988 - 07/11/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
10/01/1986 - 09/20/1988
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
03/13/1986 - 11/25/1986
THE GREAT-WEST LIFE ASSURANCE COMPANY
NA
10/05/1981 - 01/28/1985
NML EQUITY SERVICES, INC.
BC
Issued 06/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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