Andrew Phillips
Andrew Phillips is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 25 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
877 Executive Center Dr W, Suite 303, Saint Petersburg, FL, 33702
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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
Andrew is an agent for a non-variable insurance company. He also dedicates minimal time to financial planning as an owner of a support company for Raymond James, a role he has held since 2007.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations10 states
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