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Weston L Philpot

Farmers Financial Solutions, LLC

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About Weston L Philpot

Weston Philpot is a financial advisor currently registered with Farmers Financial Solutions, LLC in MOUNTLAKE TERRACE, WA. Weston has over 13 years of experience in the financial services industry, having worked with various firms like ALLSTATE FINANCIAL SERVICES, LLC, NATIONWIDE SECURITIES, LLC, MML INVESTORS SERVICES, LLC, NYLIFE SECURITIES LLC, COUNTRY CAPITAL MANAGEMENT COMPANY and STATE FARM VP MANAGEMENT CORP. Weston holds several licenses and certifications, including Series 6, Series 26, and Series 63, and has successfully completed the Securities Industry Essentials Examination (SIE). Weston is currently registered in several states, including California, Nevada, Oregon, Washington and Wyoming.

Firm Information

Weston Philpot is currently registered with Farmers Financial Solutions, LLC. Farmers Financial Solutions, LLC is a Limited Liability Company formed in December 1999. The firm is registered in all 50 U.S. states and the District of Columbia and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2,991

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Weston Philpot’s Registration & Firm History

WA

01/25/2017 - Present

Farmers Financial Solutions, LLC (MOUNTLAKE TERRACE WA)

NV

04/12/2016 - 12/21/2016

ALLSTATE FINANCIAL SERVICES, LLC (Las Vegas NV)

TX

12/12/2013 - 10/14/2014

NATIONWIDE SECURITIES, LLC (RICHARDSON TX)

NV

12/13/2011 - 11/14/2013

MML INVESTORS SERVICES, LLC (LAS VEGAS NV)

NV

05/10/2011 - 11/22/2011

NYLIFE SECURITIES LLC (LAS VEGAS NV)

NV

03/24/2009 - 04/19/2011

COUNTRY CAPITAL MANAGEMENT COMPANY (LAS VEGAS NV)

NV

07/30/2007 - 02/02/2009

STATE FARM VP MANAGEMENT CORP. (LAS VEGAS NV)

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Licenses & Designations

BC

Issued 08/02/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Weston L Philpot.
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