Phillip GipnerCRD Number: 6307240
Current Firm: Longview Financial Advisors, Inc.
Phillip Gipner (CRD# 6307240) is an Investment Advisor Representative working at Longview Financial Advisors, Inc. in Huntsville, AL and has 1 year of experience in the finance industry. Phillip Gipner 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.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Longview Financial Advisors, Inc.||Huntsville, AL||Aug 2011 - Current||6|
|Alabama Bookstore, Inc.||Tuscaloosa, AL||May 2008 - Aug 2011||3|
|First Protective Insurance Group||Birmingham, AL||Dec 2010 - May 2011||< 1|
|City Of Hoover, Alabama||Hoover, AL||May 2006 - May 2008||2|
Total Assets Under Management160MILLIONS
Total Number of Accounts714ACCOUNTS
Average Account Value$223,936
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, FL, GA, LA, TX