PA
PA

Philip Artmann

18 Years of Experience
Greenville, SC
Broker

Philip Artmann is a registered investment advisor at Raymond James & Associates, INC., based in Greenville, SC, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

112 Haywood Road, Greenville, SC, 29607

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2016 - Present · 10 yrs
Raymond James & Associates, INC.Broker
May 2016 - Present · 10 yrs
Previous Registrations
UBS Financial Services INC.Broker
November 2014 - June 2016 · 1 yr 7 mos
UBS Financial Services INC.
November 2014 - June 2016 · 1 yr 7 mos
UBS Financial Services INC.
November 2008 - February 2013 · 4 yrs 3 mos
UBS Financial Services INC.Broker
November 2008 - February 2013 · 4 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley
April 2006 - April 2007 · 1 yr
Morgan Stanley Dw INC.Broker
April 2006 - April 2007 · 1 yr
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.