PJ
PJ

Philip Josephson

14 Years of Experience
Miami, FL

Philip Josephson is a registered investment advisor at Josephson, Philip, based in Miami, FL, with 14 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location

3692 Grand Ave., Unit 608, Miami, FL, 33133

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Philip is the President of Sterling Business Law, a law firm where he works full-time counseling small businesses. He is also the President of Sterling Business Strategy, a strategy consulting firm, dedicating a few hours per week to this role.

Employment History
Current Registrations
Josephson, Philip
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Josephson, Philip
November 2011 - December 2016 · 5 yrs 1 mo
State Registrations1 state
FL
Advisor

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.
Philip Josephson - Financial Advisor | TrueAdvisor