Philip Vann (CRD# 7208066) is an Investment Advisor Representative working at Cwm, LLC in Amarillo, TX and has 1 year of experience in the finance industry. Philip Vann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6493982
Edward Jones
CRD# 4674856
Kestra Advisory Services, LLC
CRD# 4306370
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carson Wealth | Amarillo, TX | Sep 2023 - Current | < 1 |
| Cwm, LLC | Omaha, NE | Feb 2022 - Current | 2 |
| Carson Wealth Management Group | Amarillo, TX | Feb 2022 - Sep 2023 | 1 |
| Carson Wealth Management Group | Amarillo, TX | Jan 2020 - Feb 2022 | 2 |
| Texas Tech University | Lubbock, TX | Aug 2015 - Dec 2019 | 4 |
| Central High School | San Angelo, TX | Aug 2011 - May 2015 | 3 |
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
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