Philip BeattyCRD Number: 4278751
Current Firm: Signaturefd, LLC
Philip Beatty (CRD# 4278751) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 21 years of experience in the finance industry. Philip Beatty 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.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Signaturefd, LLC||Atlanta, GA||Sep 2013 - Current||8|
|Ppa Investments, Inc.||Roswell, GA||May 2001 - Aug 2013||12|
|Ppa Advisory Services, Inc.||Roswell, GA||May 2001 - Aug 2013||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2000|
Total Assets Under Management6,144MILLIONS
Total Number of Accounts7,954ACCOUNTS
Average Account Value$772,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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