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Philip Connor

13 Years of Experience
St. Petersburg, FL
Broker

Philip Connor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 13 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.
December 2022 - Present · 3 yrs 5 mos
Raymond James & Associates, INC.
December 2022 - Present · 3 yrs 5 mos
Raymond James Financial Services, INC.
December 2022 - Present · 3 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2022 - Present · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Statetrust Investments INC.Broker
May 2021 - March 2022 · 10 mos
Cetera Advisor Networks LLCBroker
April 2019 - May 2021 · 2 yrs 1 mo
Vsr Financial Services, INC.Broker
July 2016 - November 2016 · 4 mos
Cetera Advisor Networks LLCBroker
May 2016 - November 2018 · 2 yrs 6 mos
Summit Financial Group INC
November 2013 - May 2021 · 7 yrs 6 mos
Summit Brokerage Services, INC.Broker
April 2012 - December 2019 · 7 yrs 8 mos
State Registrations2 states
FLGA
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 Connor - Financial Advisor | TrueAdvisor