Phillip Furlong
Phillip Furlong is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Knoxville, TN, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1111 N Northshore Drive, Suite S600, Knoxville, TN, 37919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip is a licensed bank associate at Pinnacle Bank/Pinnacle Financial Partners, referring clients to Raymond James advisors. He is also an associate at Pinnacle Asset Management and President of Knox Property Group LLC, a real estate holding company.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations1 state
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