Phillip Faubert
Phillip Faubert is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newport Beach, CA, with 27 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
227 20th St, Ste 101, Newport Beach, CA, 92663
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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 is the successor trustee for the Gary Coleman Trust and owner of Bull Securities Inc. He also owns Pacific Wealth Partners, a private entity facilitating securities, advisory, and insurance business, dedicating nearly all of his time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
LPL Financial LLCBroker
LPL Financial LLC
Diversified Securities, IncorporatedBroker
State Registrations25 states
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