Phillip Kennemer is a registered investment advisor, based in The Woodlands, TX, with 30 years of industry experience.
Location
1780 Hughes Landing Blvd, Suite 475, The Woodlands, TX, 77380
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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 sells and services insurance products through B. Riley Wealth Insurance, dedicating about 10-20% of his time. He is also a partner in I 3 Wealth Management, a pass-through entity, and operates JBT Wealth Management as a DBA for his financial securities business, spending full-time hours on this.
Employment History
Current Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
Previous Registrations
National Securities CorporationBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Rsm Mcgladrey, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations19 states
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.