Invested Better
Educational Seminars & Workshops Advisors in Tennessee
5,989 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BRISTOL, TN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Philip McFarlane is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Philip has been in the securities industry since 2001. He is a Series 7, Series 66 and SIE licensed professional and is registered in 53 states. In addition to his brokerage services, Philip also manages commercial real estate properties and has an active investment advisory practice.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Captrust | CFP ® (Certifications)

location

Brentwood, TN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Philip Shands Henninger is a financial advisor with Captrust, a firm based in Raleigh, North Carolina. Philip holds a Series 7, Series 66, and SIE license and has been a Registered Representative for more than 9 years. Philip is also a Certified Financial Planner. Philip is registered to provide investment advice in Tennessee and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vere Global Wealth Management

location

COLLIERVILLE, TN

disclosure

2 Disclosures

ADVISOR BIO

Philip Goldstein is a financial advisor registered with Vere Global Wealth Management and 1ST Financial Investment, Inc. Philip has experience in the financial industry since 1982. Philip has Series 7, 63, 24, 5, and 15 licenses and has taken the Uniform Investment Adviser Law Examination. Vere Global Wealth Management is a Registered Investment Advisor based in Colliersville, TN and Clark's Summit, PA. Vere Global Wealth Management provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. 1ST Financial Investment, Inc. is a Registered Investment Advisor based in Clark's Summit, PA. 1ST Financial Investment, Inc. provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

Memphis, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Philip E. Lamoreaux is an Investment Advisor Representative, registered with MML Investors Services, LLC, with over 15 years of experience in the industry. Philip is registered to conduct business in Alabama, Arkansas, Mississippi, Missouri, New York, South Carolina, and Tennessee. Philip has also held previous positions with MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Values First Advisors, Inc. | CFP ® (Certifications)

location

GRAY, TN

0 Disclosures

ADVISOR BIO

Philip Alford is a financial advisor with Values First Advisors, Inc. located in Gray, TN. Philip has been in the financial industry since 2016. He is registered with the state of Tennessee and Texas. Philip is a Certified Financial Planner and has his Series 66, SIE, and Series 7 licenses. He is also a licensed insurance agent and provides financial planning, portfolio management for individuals, and selection of other advisors. Philip works with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. Philip's previous experience includes working with Fidelity Brokerage Services LLC and Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

U.s. Bancorp Investments, Inc.

location

KNOXVILLE, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Philip Neville Torbett is a registered representative at U.S. Bancorp Investments, Inc. Philip has been in the financial industry for several years. Philip holds the Series 63, Series 6TO, and SIE licenses. Philip is registered with the state of Tennessee. U.S. Bancorp Investments, Inc. provides financial planning, portfolio management, and other advisory services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Prospera Financial Services, Inc.

location

Memphis, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Philip Wunderlich is an investment advisor representative currently registered with Prospera Financial Services, Inc. Philip has been in the industry since January 27, 1999. Philip has been registered with Prospera Financial Services, Inc. since September 19, 2024. Philip holds Series 63, Series 65, Series 7, and SIE licenses. Philip has experience serving a wide range of clients, including individuals, corporations, trusts, and pension and profit-sharing plans. Philip is a registered investment advisor in Florida, Illinois, Mississippi, Missouri, Tennessee, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

B. Riley Wealth Advisors, Inc.

location

Memphis, TN

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Philip Zanone is a financial advisor with over 30 years of experience in the industry. Philip is currently registered with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Private Shares. Philip is a Registered Representative and Investment Advisor Representative. Philip has experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Philip also serves on the boards of directors for several organizations, including InsBank and the Assisi Foundation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fifth Third Securities, Inc.

location

NASHVILLE, TN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Philip Stamp is a registered representative with Fifth Third Securities, Inc. Philip is a licensed securities professional with experience in the financial services industry. Philip has a broad range of experience in the securities industry, and has passed several industry exams, including the Series 7TO, SIE, and Series 79. Philip is registered with the state of Tennessee and in 51 additional states. Philip has held previous positions with WELLS FARGO SECURITIES, LLC. Philip is a licensed professional with experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM
Unclaimed

Sanctuary Advisors, LLC

location

Brentwood, TN

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Philip Benavides is an investment advisor representative registered with Sanctuary Advisors, LLC, and has been in the industry since 2012. Philip is licensed in 19 states across the United States and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Before joining Sanctuary Advisors, Philip has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, UBS Financial Services Inc., and Avondale Partners, LLC. Philip has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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