Philip Corson, financial advisor Fort Mill SC

Philip Corson

CRD Number: 5857729
Current Firm: Strategic Planning Corporation

Philip Corson (CRD# 5857729) is an Investment Advisor Representative working at Strategic Planning Corporation in Fort Mill, SC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Sowell Management Fort Mills, SC May 2019 - Current 4
Matson Money, Inc. Fort Mills, SC Mar 2017 - Current 7
Legacy Law Firm, LLC Fort Mill, SC Jan 2014 - Current 10
Strategic Planning Corporation Greensboro, NC Jul 2013 - Current 10
Capital Investment Group, Inc. Raleigh, NC Jul 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Philip J. Corson
Phone Number: 336-668-4338
Firm Website: https://spcinvesting.com
Registered State(s):
  • NC
  • SC
Current Firm Details
Strategic Planning Corporation
Firm's CRD Number: 118775
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

NC, SC

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