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Philip Chandler

Raymond James Financial Services Advisors, INC
19 Years of Experience
Plymouth, MA
1 DisclosureBroker
View SEC Summary
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Philip Chandler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plymouth, MA, with 19 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7 Middle Street, Plymouth, MA, 02360

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Philip owns Chandlerfinancial Inc., a support company, and is an officer at Chapman and Cardwell Capital Management, working about half his time as a financial advisor. He is also a member of Sea5 Ventures LLC, a real estate brokerage, dedicating a few hours per week to this investment-related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2019 - Present · 7 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
New England Capital
April 2019 - June 2019 · 2 mos
New England Capital
June 2012 - December 2018 · 6 yrs 6 mos
Gage-Wiley & CO., INC.Broker
February 2012 - June 2019 · 7 yrs 4 mos
Edward Jones
March 2007 - February 2012 · 4 yrs 11 mos
Edward JonesBroker
February 2007 - February 2012 · 5 yrs
State Registrations13 states
COFLILINMAMDMONCNHNYRIVAVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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