PH
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Phillip Edward Hammett

7 Years of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
258 clients
Average Client Portfolio
$141K average
Assets Under Management
$36.3M
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Location

1800 W. Loop S Suite 1800, Houston, TX, 77027

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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 ActivitiesSells Insurance

Phillip is an insurance producer since 2018, spending nearly full-time prospecting, meeting with clients, and handling sales-related activities. Phillip also owns a portion of a virtual Amazon store, LLC, dedicating minimal time to forecasting, bookkeeping, and funds disbursement.

Employment History
Current Registrations
Tip Group LLC
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
The O.N. Equity Sales CompanyBroker
April 2020 - June 2022 · 2 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
December 2016 - September 2018 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Phillip Edward Hammett - Financial Advisor | TrueAdvisor