Philip Moses
Philip Moses is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake City, FL, with 28 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
Firm Size
IM Fee
Assets Under Management
Location
4641 W Us Highway 90, Lake City, FL, 32055
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Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
Philip is involved in several business activities, including real estate brokerage, serving as an officer for Epiphany Catholic Church Finance Council, and as a director for First Federal Bank and First Federal Foundation. He is also a partner at Odom Moses & Company, LLP, an accounting firm, and owns Moses Wealth Advisors, LLC, which provides financial services, taking about half of Philip's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
First Federal Financial Services CORP
First Federal Financial Services CORP
State Registrations40 states
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