Philip Renten, financial advisor Cornelius NC
93 score

Philip Renten

CRD Number: 1445895
Current Firm: Woodbury Financial Services, Inc.

Philip Renten (CRD# 1445895) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Cornelius, NC and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Home Owner's Assoc Huntersville, NC Aug 2005 - Current 11
Raymond James Financial Services Huntersville, NC Jun 2004 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for Philip H. Renten
Phone Number: 800-800-2638
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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