Philip Nation is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Raleigh, NC, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
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Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9212 Falls of Neuse Rd Ste 221, Raleigh, NC, 27615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip operates Founders Wealth LLC and Phil Nation Wealth Management LLC as DBAs for his LPL business. He dedicates full-time hours to Founders Wealth LLC and about 10-20% of his time to Phil Nation Wealth Management LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, LLCBroker
State Registrations20 states
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