Phillip Gardner is a registered investment advisor, based in birmingham, AL, with 1 years of industry experience.
Location
1211 2nd ave s, birmingham, AL, 35210
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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
Phillip is an agent and owner of Jason Gardner's Insurance Agency, which is affiliated with State Farm. He dedicates about half of his time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
August 2024 - Present · 2 yrs 1 mo
State Farm Investment Management CORP.
July 2024 - Present · 2 yrs 2 mos
State Registrations1 state
AL
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.