Phillip Augustine, financial advisor Jackson MI
96 score

Phillip Augustine

CRD Number: 1104189
Current Firm: Prudential Financial Planning Services

Phillip Augustine (CRD# 1104189) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jackson, MI and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Prudential Insurance Company Od America Jackson, MI Feb 1993 - Current 23
Pruco Securities,llc Jackson, MI Feb 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Phillip A. Augustine
Phone Number: 800-235-7637
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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