Years of Experience
5-20+ Years
BOSTON, MA
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
LAKE MARY, FL
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
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
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
NEW YORK, NY
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
Brentwood, TN
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
SEATTLE, WA
42 Years Experience
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
JERICHO, NY
32 Years Experience
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
SAUSALITO, CA
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
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