ADVISOR BIO

Philip Donald Krebs is a registered investment advisor representative with Avondale Conquest, LLC. Philip has been in the industry since 1994 and has a wide range of experience. Philip has held positions at J.J.B. HILLIARD, W.L. LYONS, LLC, SUNTRUST EQUITABLE SECURITIES, and LEHMAN BROTHERS INC. Philip holds a Series 65 and Series 63 license, and is a general securities principal. Philip is also a registered investment advisor in California and Tennessee. Philip has worked with a wide variety of clients, including pooled investment vehicles, and is committed to providing them with high-quality investment advice.

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ADVISOR BIO

Philip Adam Suggs is a financial advisor with Vanguard Advisers, Inc., working in the Charlotte branch. Philip has been in the financial services industry since 2020. He is registered with the Financial Industry Regulatory Authority (FINRA) as well as the North Carolina and Texas securities authorities. Philip also holds Series 7, 63 and 66 licenses. His areas of specialization include asset allocation, investment management, retirement planning, estate planning, and college savings planning.

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ADVISOR BIO

Philip Williamson is an investment advisor representative associated with Stancorp Investment Advisers, Inc. and is licensed in Oregon and Washington. Philip has been active in the financial industry since at least January 2016 and has specialized in investments for individuals, businesses, and pooled investment vehicles. Philip has obtained his Series 65 license and holds a Uniform Investment Adviser Law Examination certificate.

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ADVISOR BIO

Philip Andrew Mehrer is a financial advisor with RBC Capital Markets, LLC. Philip has been in the industry since 2005 and has a strong background in investments, working previously with Chase Investment Services Corp. Philip is licensed to provide investment advice in several states including Minnesota, Illinois, and Texas. Philip specializes in providing financial planning, portfolio management, and investment advice for individuals and businesses. Philip is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Philip Cole is a financial advisor with MAI Capital Management, LLC. Philip has been in the industry for 12 years and has experience in providing financial advice to individuals, businesses, and institutions. Philip holds a Series 7, 63, 66, and 24 licenses, along with the SIE. Philip is also a Certified Financial Planner. Philip's previous experience includes positions at Cetera Financial Specialists LLC and NSA Securities Corporation. Philip provides a variety of services to clients, including financial planning, portfolio management, and investment management. Philip is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Philip Daniel Wong is a financial advisor with Vanguard Advisers, Inc. located in Scottsdale, AZ. Philip has been in the financial industry since September 6, 2011, and has a combined 2 state and product exams and a principal exam. Philip's areas of expertise include financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Philip is registered as a securities advisor in Arizona and Texas.

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ADVISOR BIO

Philip Louis Corbo is a registered representative with Stifel, Nicolaus & Company, Inc.. Philip is a securities professional with over 5 years of experience in the industry. Philip has held previous positions at Blue Ocean ATS, Speedroute LLC and TZERO ATS, LLC. Philip is licensed to sell securities in Connecticut and New York.

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ADVISOR BIO

Philip Chao is a financial advisor currently registered with World Investment Advisors, LLC and Nexus338 in Maryland. Philip has been in the financial services industry since 1986. Philip is a Certified Financial Planner and holds the Series 7, 24 and 65 licenses. In addition to Philip's advisory services, Philip is also a Directed Trustee for Independent Fiduciary Services, LLC.

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ADVISOR BIO

Philip Munson is a registered representative with Goldman Sachs & Co. LLC. Philip has been in the financial services industry since September 2018. Philip is licensed in New York and Utah.

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ADVISOR BIO

Philip Thomas Frank is a registered investment advisor representative with Family Management Corp. Frank has been in the industry since 2001 and has held previous positions with Constellation Wealth Advisors LLC and Crown Financial Group, Inc. Frank holds a Series 7, 24, 4, 53, 55, 99TO, and SIE licenses and is a registered representative in Florida and New York. Frank has a strong track record of providing investment advice to a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and insurance companies. Frank specializes in providing financial planning, investment management, and selection of other advisors. Frank is also a general partner for investment funds that are exempt from registration under the Investment Advisers Act of 1940.

SPECIALIZATIONS