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Philip Debruyn

38 Years of Experience
Dallas, TX
BrokerSells Insurance

Philip Debruyn is a registered investment advisor, based in Dallas, TX, with 38 years of industry experience.

Location

5005 LBJ Freeway, Suite 1313, Dallas, TX, 75224

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History

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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Other Business ActivitiesSells Insurance

Philip is a board member for several organizations, including Bent Tree Country Club, SMU Planned Giving Advisory Council, UT Southwestern Medical Foundation, and The Center for Ethics in Financial Services. He is also a director at New Castle Consultants (Cayman) Ltd., a life insurance consulting firm, and a board member at M Financial Investment Advisers, Inc.

Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
January 2024 - Present · 2 yrs 4 mos
Captrust
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Capfinancial Securities, LLC.Broker
June 2023 - July 2023 · 1 mo
Southern Wealth Management LLP
November 2019 - October 2023 · 3 yrs 11 mos
Southern Wealth Securities, LLCBroker
June 2018 - April 2024 · 5 yrs 10 mos
M Holdings Securities, INC.
September 2014 - October 2018 · 4 yrs 1 mo
M Holdings Securities, INC.Broker
July 2001 - October 2018 · 17 yrs 3 mos
Capital Plan Advisors, INC.
January 1995 - August 2005 · 10 yrs 7 mos
Mutual Service CorporationBroker
August 1992 - July 2001 · 8 yrs 11 mos
Hawthorne Distributors CORP.Broker
May 1990 - August 1992 · 2 yrs 3 mos
Mutual Service CorporationBroker
February 1988 - October 1989 · 1 yr 8 mos
Integrated Resources Equity CorporationBroker
October 1986 - March 1988 · 1 yr 5 mos
State Registrations41 states
ALARCACOCTDCDEGAHIIAIDILINKYLAMAMNMOMSMTNCNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Philip Debruyn - Financial Advisor | TrueAdvisor