Phillip Yancey is a registered investment advisor, based in Athens, GA, with 30 years of industry experience.
Location
649-8 South Milledge Ave, Athens, GA, 30605
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Phillip works for Cannon Financial Strategists, Inc. as an investment advisor representative and for Cannon Securities, Inc. as a registered representative. Phillip is also an independent insurance agent/consultant, and a managing member of Integrity Acquisitions LLC and Momentum Capital LLC, both real estate related.
Employment History
Current Registrations
Cannon Securities, INC.Broker
Cannon Financial Strategists, INC.
Previous Registrations
Diversified Investors Securities CORP.Broker
Cannon Financial Strategists
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Cadaret, Grant & CO., INC.Broker
Centennial Capital Management, INC.Broker
Cadaret, Grant & CO., INC.Broker
Jason Mackenzie Securities, INC.Broker
State Registrations1 state
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.