Philip Merrifield is a registered investment advisor, based in Terrell, TX, with 4 years of industry experience.
Location
Terrell, TX
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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.
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Current Registrations
Transamerica Investors Securities, LLCBroker
June 2023 - Present · 3 yrs 3 mos
Transamerica Retirement Advisors, LLC
June 2023 - Present · 3 yrs 3 mos
Transamerica Investors Securities, LLC
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2022 - May 2023 · 10 mos
Fidelity Brokerage Services LLCBroker
November 2021 - May 2023 · 1 yr 6 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.