Philip Lahr is a registered investment advisor, based in Asheboro, NC, with 15 years of industry experience.
Location
1036 S Park St., Asheboro, NC, 27203
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip works for State Employees' Credit Union providing financial services, and for SECU Life Insurance Company as an agent. He also spends minimal time as a Trust Rep for Members Trust Company.
Employment History
Current Registrations
Credit Union Investment Services
June 2017 - Present · 9 yrs 3 mos
Secu Brokerage ServicesBroker
June 2017 - Present · 9 yrs 3 mos
Previous Registrations
AXA Advisors, LLC
January 2010 - May 2016 · 6 yrs 4 mos
AXA Advisors, LLCBroker
December 2009 - May 2016 · 6 yrs 5 mos
State Registrations1 state
NC
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.