Philip Moran (CRD# 3187914) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 24 years of experience in the finance industry. Philip Moran 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# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Oct 2017 - Current | 6 |
| Portfolio Advisory Council, LLC | Houston, TX | Feb 1999 - Current | 24 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2007 - Sep 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
- LA
- TX
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Total Assets Under Management281MILLIONS
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Total Number of Accounts913ACCOUNTS
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Average Account Value$308,161
- 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
CA, CO, KS, LA, MN, TX, WA
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