PW
PW
Philip Winn
41 Years of Experience
Chelmsford, MA
1 DisclosureBroker
Philip Winn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chelmsford, MA, with 41 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
26 North Road, Chelmsford, MA, 01824
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
October 2024Other Business Activities
Philip is the branch manager and owner of North Road Wealth Partners since 2015. He spends about 10-20% of his time on this business, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2015 - Present · 11 yrs
Raymond James Financial Services, INC.Broker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2011 - March 2015 · 3 yrs 10 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2015 · 7 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
August 1988 - January 2008 · 19 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1984 - August 1988 · 4 yrs 1 mo
State Registrations30 states
AZCACOCTDCFLGAHIINKYMAMDMEMINCNHNJNYOHORRISCTXVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.