Philip Gribbons
Philip Gribbons is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Lauderdale, FL, 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
6550 N. Federal Highway, Suite 505, Fort Lauderdale, FL, 33308
Get directionsHistory
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 Activities
Philip is an associate/employee at Leeward Financial Group, providing financial consulting. He is also the owner/proprietor of Leeward PSG, providing financial planning and advice services; these activities take about half of Philip's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations24 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.