John Philips is a CFA-designated registered investment advisor at Clear Point LLC, based in Richmond, VA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 13 clients.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location
Richmond, VA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Clear Point LLC
January 2005 - Present · 21 yrs 4 mos
State Registrations1 state
VA
Advisor
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Exams
No exam information available for this advisor.