Phillip Reynolds (CRD# 5120387) is an Investment Advisor Representative working at Tbh Global Asset Management, LLC in Brentwood, TN and has over 17 years of experience in the finance industry. Phillip Reynolds 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# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tbh Global Asset Management, LLC | Nashville, TN | Sep 2009 - Current | 14 |
Banc Of America Investment Services, Inc. | Nashville, TN | Mar 2006 - Current | 18 |
Bank Of America, N.a. | Nashville, TN | Mar 2004 - Current | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2006 |
S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- GA
- LA
- TN
-
Total Assets Under Management1,108MILLIONS
-
Total Number of Accounts3,449ACCOUNTS
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Average Account Value$321,257
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
GA, LA, MO, NE, TN, TX
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