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50,030 Results
Unclaimed

MFS Institutional Advisors Inc.

location

BOSTON, MA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Philip Martin is a financial advisor with over 20 years of experience in the industry. Philip is registered with MFS Institutional Advisors Inc. Philip has previously worked for Columbia Management Distributors, Inc. and UBS PaineWebber Inc. Philip holds a Series 7 and Series 66 licenses. Philip is also registered as an investment advisor in Massachusetts, New York, and Pennsylvania.

SPECIALIZATIONS

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

Newport Group Consulting, LLC

location

LAKE MARY, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Philip Bradford Kidd is a financial advisor with over 15 years of experience in the financial services industry. Philip is currently registered with Newport Group Consulting, LLC and is licensed to provide investment advice in Florida and Georgia. Philip has held previous positions at Newport Group Securities, Inc., Capacuity Securities, Inc., Clark Securities, Inc., Raymond James & Associates, Inc. and Texas Securities Partners, Inc. Philip holds the Series 7, 63, 66 and SIE securities licenses.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
INVESTMENT PERFORMANCE ANALYTICS FOR RETIREMENT PLANS, FOUNDATIONS AND ENDOWMENTS. MANAGED ACCT SVC FOR PLAN PARTICIPANTS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Homrich Berg | CFP ®,PFS ®,CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Philip Harold Clinkscales is a financial advisor with over 20 years of experience in the industry. Philip is a Certified Financial Planner, Personal Financial Specialist, and Chartered Financial Analyst. He specializes in providing financial planning and investment advice to high-net-worth individuals, families, and institutions. Philip currently works for Homrich Berg, a firm based in Atlanta, Georgia. Prior to joining Homrich Berg, Philip worked for PPA INVESTMENTS, INC., a firm based in Roswell, Georgia.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

BLOOMINGTON, MN

0 Disclosures

ADVISOR BIO

Philip Burfeind is an Investment Advisor Representative associated with Mariner Wealth. Philip holds a Series 65 license and is registered to provide investment advisory services in Minnesota and Texas. Philip has been in the financial services industry since 2013.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Family Management Corp.

location

NEW YORK, NY

experience

21 Years Experience

0 Disclosures

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

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
SERVES AS GENERAL PARTNER TO INVESTMENT FUNDS THAT ARE EXEMPT FROM REGISTRATION UNDER THE INVESTMENT ADVISERS ACT 1940.
Portfolio Management for Pooled Investment Vehicles
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

RBC Capital Markets, LLC

location

SEATTLE, WA

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Philip Duane Tom is a financial advisor with RBC Capital Markets, LLC in Seattle, WA. Philip has been in the financial services industry since April 1983. Prior to joining RBC Capital Markets, LLC Philip worked at WELLS FARGO ADVISORS, LLC. Philip has a Series 63, Series 65, Series 3, Series 7, and SIE license. Philip specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

JERICHO, NY

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Philip Gullo is a registered representative and investment advisor representative with Oppenheimer & Co. Inc., and has been in the financial services industry since 1993. Philip is a Series 7, 10, 24, 52, 53, 63, and 65 licensed professional. Previously, Philip held positions with Equitable Advisors, LLC, Weatherly Securities Corporation, First Asset Management, Inc., Jaron Equities Corp., Matrix Securities Corporation, Northeast Securities, Inc., Meridian, Dunhill & Co., Inc., and Dunhill Equities, Inc. Philip has experience providing financial planning, portfolio management, and selection of other advisors to individual and business clients.

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

Avondale Conquest, LLC

location

SAUSALITO, CA

experience

30 Years Experience

0 Disclosures

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.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

SCS Capital Management LLC

location

BOSTON, MA

0 Disclosures

ADVISOR BIO

Philip Marvin Saba is an Investment Advisor Representative registered with SCS Capital Management LLC, based in Boston, Massachusetts. Philip has been in the industry for over 10 years. He is licensed in Massachusetts. His professional experience includes roles at Deloitte, Cobalt Software, Inc., HarborOne Bank, Younited Credit and Bentley University.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS
Portfolio Management for Pooled Investment Vehicles

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