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Philip Nickles

31 Years of Experience
Greenwood, SC
Broker

Philip Nickles is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenwood, SC, with 31 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

583 72 Bypass Nw, Greenwood, SC, 29646

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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 Activities

Philip works as a financial advisor at Countybank since 2011, dedicating about half of his time. He also owns rental real estate property since 2014, requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2011 - Present · 14 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Uvest Financial Services Group, INC.Broker
December 2004 - October 2011 · 6 yrs 10 mos
Uvest Financial Services Group, INC.
December 2004 - October 2011 · 6 yrs 10 mos
Scott & Stringfellow, INC.
May 2003 - November 2004 · 1 yr 6 mos
Scott & Stringfellow, INC.Broker
March 2001 - November 2004 · 3 yrs 8 mos
Edgar M. Norris & CO., INC.Broker
October 1996 - March 2001 · 4 yrs 5 mos
Edgar M. Norris & CO., INC.Broker
October 1996 - October 1996 · 0 mos
Wachovia Brokerage ServiceBroker
December 1994 - October 1996 · 1 yr 10 mos
State Registrations11 states
CTFLGAMSNCNHORPASCTXVT
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 Nickles - Financial Advisor | TrueAdvisor