Philip Barker
Philip Barker is a registered investment advisor at Raymond James & Associates, INC., based in Bloomfield Hills, MI, with 19 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
39400 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304
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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
Philip is an independent insurance broker since 2020, selling fixed annuities. He is also a Senior Vice President, Investments at Comerica Financial Advisors and involved with Financial Oxygen/Maestro, a cash management platform. Additionally, Philip is a trustee on the Greenwoods Association, a gas well trust association.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Comerica Securities
Comerica SecuritiesBroker
UBS Financial Services INC.Broker
State Registrations18 states
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