Philip Almon
Philip Almon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Castle Rock, CO, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Castle Rock, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip is an associate/employee at Elevation Wealth Partners LLC, a partner at Paper Street Soap Company LLP and Z J Associates LLP, and the owner/president of Philip Sheridan Investment Management LLC. He spends about half his time on Philip Sheridan Investment Management LLC, and a few hours per week on the other businesses.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
First Union Securities, INC.Broker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
E. F. Hutton & Company INCBroker
Boettcher & Company, INC.Broker
Chesley and Dunn, INC.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations19 states
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