Phillip Caravia
Phillip Caravia is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fairview Heights, IL, with 20 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
832 Lincoln Highway, Fairview Heights, IL, 62208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Phillip is involved in several outside business activities, including serving on the board of Belleville Public Schools District #118 Educational Foundation and Violence Prevention Center of SW Illinois, owning Caravia Financial Group and FACT Group LLC, and participating in golf tournaments as Phil Caravia Golf. He dedicates about a quarter to half of his time to his golf activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
New England SecuritiesBroker
State Registrations26 states
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