PB
PB

Philip Benavides

13 Years of Experience
Brentwood, TN
Broker

Philip Benavides is a registered investment advisor, based in Brentwood, TN, with 13 years of industry experience.

Location

5205 Maryland Way, Suite 320, Brentwood, TN, 37027

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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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Other Business Activities

Philip is a joint owner of rental property since 2017, dedicating minimal time to it. He is also a silent partner in a family real estate investment, with minimal time commitment.

Employment History
Current Registrations
Sanctuary Securities, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Sanctuary Advisors, LLC
June 2019 - Present · 6 yrs 11 mos
Sanctuary Securities, INC.
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - June 2019 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - June 2019 · 4 yrs 4 mos
Edward JonesBroker
November 2014 - January 2015 · 2 mos
UBS Financial Services INC.Broker
March 2014 - December 2014 · 9 mos
Avondale Partners, LLCBroker
October 2012 - February 2014 · 1 yr 4 mos
State Registrations18 states
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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.
Philip Benavides - Financial Advisor | TrueAdvisor